Investment and Wealth Management -Manager

Bajaj Capital; Kolkata District, Gurugram District, Mumbai; Vor Ort; INR 450.000 - 750.000; Vollzeit

Zusammenfassung

Bajaj Capital in Kolkata seeks a dynamic Wealth Adviser to identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.

You will understand clients' financial goals and risk appetite to tailor investment solutions across mutual funds, insurance, fixed income, PMS and other wealth products, while building lasting relationships and achieving revenue targets.

Qualifikationen

• Proven ability to acquire high-value clients and grow AUM.
• Strong knowledge of financial products and wealth management strategies.
• Excellent communication, presentation, and relationship skills.

Aufgaben

• Identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.
• Understand clients' financial goals, risk appetite, and investment preferences to tailor wealth solutions.
• Build and maintain long-term relationships with clients through exceptional service and portfolio reviews.
• Provide investment advisory across Mutual Funds, Insurance, Fixed Income, PMS, and other wealth products.
• Conduct regular follow-ups to drive engagement and conversions.
• Increase AUM/AUA by onboarding new clients and deepening existing relationships.

Kenntnisse

Sales & client acquisition

Financial advisory

Wealth management

CRM & client servicing

Jobbeschreibung

Job Responsibilities

• Identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.
• Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth management solutions.
• Build and maintain long-term relationships with clients by providing exceptional service and regular portfolio reviews.
• Offer investment advisory across Mutual Funds, Insurance, Fixed Income Products, PMS, and other wealth products.
• Conduct regular follow-ups with prospective and existing clients to ensure higher engagement and conversion.
• Increase Assets Under Management (AUM) and Assets Under Advisory (AUA) by onboarding new clients and deepening existing relationships.
• Monitor market trends, economic developments, and investment opportunities to provide timely guidance to clients.
• Cross-sell and upsell financial products based on client requirements and portfolio needs.
• Coordinate with internal product, research, and marketing teams to deliver the best solutions to clients.
• Ensure all client interactions, documentation, and transactions comply with regulatory and company guidelines.
• Participate in branch marketing activities, seminars, and client engagement programs to generate business opportunities.
• Maintain accurate records of client meetings, investment recommendations, and follow-up activities in the CRM system.
• Achieve monthly, quarterly, and annual revenue targets while maintaining high levels of client satisfaction.
• Continuously update product knowledge and industry awareness through training programs and market research.
• Represent the organization professionally and act as a trusted financial advisor for clients.