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Wealth Management Specialist

  • Prakhar Softwares Solutions Pvt.Ltd
  • Delhi / NCR
Skills : Strong communication and relationship management skills. Detail-oriented with strong organizational abilities. Analytical skills to identify client needs and align solutions.

Description :

Role - Wealth Management Specialist

Experience - 2-5 years

Location - New Delhi

Key Responsibilities

Analysis and Problem Solving:

Conduct extensive analysis to identify trends and root causes.

Implement improved processes to increase growth and mitigate risk.

Operational Support:

Manage multiple tasks and priorities efficiently.

Collaborate across functions and organizational levels.

Client Interaction:

Deliver tailored financial advice and investment strategies.

Enhance the client experience through effective communication.

 

Job Overview

  • Posted date : 2025-06-13
  • Location : Delhi / NCR
  • Vacancy : 4
  • Job nature : Full Time
  • Salary : Not Disclosed
  • Job Shift : Morning

Company Information

Prakhar Softwares Solutions Pvt.Ltd

Prakhar Softwares Solutions is a CMMI Level 3 , ISO 9001:2015, ISO 27001:2013 certified company dealing in multiple projects including software development, Staffing Management, Recruitment Process Outsourcing, E-governance. We have 10 offices across India and working for various e-governance projects of National Importance.

  • Name: Sahasha Namdeo
  • Web : prakharsoftwares.com
  • Email: info@prakharsoftwares.com