AVP/VP- Wealth Management

Bajaj Capital

Chandigarh, Jaipur

On-site

INR 2,500,000 - 4,000,000

Full time

14 days+

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Job summary

Bajaj Capital seeks a Team Leader Wealth Management in Chandigarh/Jaipur to lead and grow a high-performing team focused on acquiring and managing HNI/UHNI clients. You will drive AUM growth, cross-selling, and wallet share through strategic client engagement and product expertise.

The role requires 10-15 years of wealth management experience, strong leadership, and a proven track record in revenue growth and client acquisition across MF, PMS, insurance, and other investment products.

Qualifications

10-15 years of experience in wealth management or related field.
Experience leading a high-performing wealth management team.
Proven track record in acquiring HNI/UHNI clients and growing AUM.

Responsibilities

Lead, coach, and mentor a Wealth Relationship Management team to hit revenue targets.
Drive acquisition of HNI/affluent clients and deepen existing relationships.
Develop and execute strategies for AUM growth and wallet-share expansion.
Drive business across mutual funds, PMS, insurance, fixed deposits, bonds, and other products.
Ensure strong client engagement with need-based investment solutions.
Monitor KPIs, productivity, revenue, AUM, and conversion ratios.
Conduct regular performance reviews and provide coaching.

Skills

Wealth management

HNI/UHNI client relationships

Sales & business development

Team leadership

AUM growth

Cross-selling

Product knowledge MF/ PMS/ Insurance

Market intelligence

Coaching & talent development

Commercial acumen

Compliance & risk orientation

Job description

Team Leader Wealth Management

Role Objective: 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.