Senior Wealth Manager / Sr. Relationship Manager

Bajaj Capital; Hooghly, Chandannagar, Dhanbad; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Incentives Monthly

Local Conveyance & Mobile Reimburse

Rewards & Recognition

Fast track appraisal

1st & 3rd Saturday off

Job summary

Bajaj Capital in Hooghly, West Bengal seeks a Wealth Advisory professional to acquire new clients and deepen existing relationships by offering comprehensive financial planning solutions aligned to risk and reward appetite.

The role involves prospecting, needs assessment, and recommending investments across mutual funds, insurance, PMS/AIF, and other products, with regular follow-ups to achieve branch revenue targets.

Qualifications

• Good communication skills.
• 3+ years experience in Financial Planning, Investment Advisory, Wealth Management.
• NISM MF Advisory / CFP / CWM would be an added advantage.

Responsibilities

• Acquire new clients and increase engagement of existing clients by providing complete financial planning solutions.
• Conduct daily sales calling with prospective clients and identify their needs.
• Provide and develop investment solutions across mutual funds, general and life insurance, fixed deposits, PMS, AIF and other liabilities products.
• Conduct regular follow-ups with clients to strengthen relationships.
• Build AUM/AUA by expanding client base and referrals.

Skills

Communication skills

Client relationship

Sales experience

Education

NISM MF Advisory

CFP

CWM

Job description

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

Key Job Responsibilities

• Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.
• Conduct timely and regular follow ups with the clients.
• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
• Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
• Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
• Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

• Candidate with good communication skills.
• Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 3 years +
• Pleasing Personality
• Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
• Maximum age limit 35 years.

Perks and Benefits

• Incentives Monthly
• Reimbursements (Local Conveyance + Mobile Reimbursement)
• Rewards & Recognition
• Fast track appraisal (Two appraisal in a year)
• 1st & 3rd Saturday off

Contact Person : Pawan Kumar Prasad