AVP/VP- Wealth Management

Bajaj Capital Ltd; Chandigarh; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Bajaj Capital Ltd in Chandigarh is seeking a dynamic Wealth Leader to head a high-performing team responsible for acquiring, managing, and deepening relationships with HNI/UHNI clients while driving revenue and AUM growth.

You will coach a team of Wealth Relationship Managers, drive cross-selling across MF, PMS, Insurance, FD and bonds, monitor KPIs, and partner with product and compliance to ensure seamless service. Preference given to leaders who can bring a team.

Qualifications

• Experience leading a wealth management team servicing HNI/UHNI clients.
• Proven ability to acquire and deepen high-net-worth relationships.
• Strong command of MF, PMS, Insurance, FD & Bonds products.
• Excellent client engagement and revenue growth track record.

Responsibilities

• Lead, coach, and mentor a team of Wealth Relationship Managers to achieve revenue objectives.
• Drive acquisition of HNI/affluent clients and strengthen relationships.
• Develop strategies for AUM growth, client retention, cross-selling, and wallet share.
• Drive business across Mutual Funds, PMS, Insurance, FD, Bonds and other products.
• Ensure strong client engagement through need-based investment and wealth solutions.
• Monitor KPIs, productivity, revenue, AUM, and conversion ratios.
• Conduct regular performance reviews and provide coaching.
• Build a strong sales pipeline via referrals, market mapping, networking.
• Ensure adherence to compliance, KYC, regulatory standards.
• Partner with Product, Operations, Risk, Compliance for seamless servicing.
• Identify high-potential talent and contribute to hiring and onboarding.
• Prepare business reviews and offer actionable insights to senior management.
• HNI/UHNI Client Relationship Management
• Sales & Business Development
• Team Leadership & Performance Management
• AUM & Revenue Growth
• Cross-Selling & Client Acquisition
• Product Knowledge – MF, PMS, Insurance, FD & Bonds
• Coaching & Talent Development
• Strong Commercial Acumen
• Compliance & Risk Orientation

Skills

Team leadership

Relationship management

Sales & business development

AUM growth

Compliance awareness

Job description

Lead and manage a high-performing Wealth Management team responsible for acquiring, managing, and deepening relationships with HNI/UHNI and affluent clients while driving revenue, AUM growth, product penetration, and overall business profitability.

Key Responsibilities

• Lead, coach, and mentor a team of Wealth Relationship Managers to achieve business and revenue objectives.
• Drive acquisition of HNI/affluent clients and strengthen existing client relationships.
• Develop and execute strategies for AUM growth, client retention, cross-selling, and wallet share enhancement.
• Drive business across Mutual Funds, PMS, Insurance, Fixed Deposits, Bonds and other investment products.
• Ensure strong client engagement through need-based investment and wealth solutions.
• Monitor individual and team-level KPIs, productivity, revenue, AUM, and conversion ratios.
• Conduct regular performance reviews and provide structured coaching to team members.
• Build a strong sales pipeline through referrals, market mapping, networking, and client acquisition initiatives.
• Ensure adherence to compliance, KYC, regulatory and internal governance standards.
• Partner with Product, Operations, Risk, Compliance and other stakeholders for seamless client servicing.
• Identify high-potential talent and actively contribute to hiring, onboarding and capability building.
• Prepare business reviews and provide actionable insights to senior management.
• HNI/UHNI Client Relationship Management
• Sales & Business Development
• Team Leadership & Performance Management
• AUM & Revenue Growth
• Cross-Selling & Client Acquisition
• Product Knowledge – MF, PMS, Insurance, FD & Bonds
• Coaching & Talent Development
• Strong Commercial Acumen
• Compliance & Risk Orientation

CTC- 25 LPA- 40 LPA

Preference will be given to those ( Who can bring team as well)