Urgent Opening- Manager/ Sr Manager- Wealth Management

Bajaj Capital Ltd; Bengaluru; Vor Ort; INR 800.000 - 1.500.000; Vollzeit

Zusammenfassung

A prominent financial services company is seeking a Manager/Sr Manager for Wealth Management in Bengaluru. The role involves developing tailored financial solutions for clients, maintaining strong relationships, and increasing the client base. Ideal candidates should have 3-7 years in wealth management, possess strong communication skills, and demonstrate a proven ability to generate assets. This position offers an opportunity to build and manage client portfolios effectively.

Qualifikationen

• 3-7 years of experience in Wealth Management, Financial Planning & Investment Advisory.
• Excellent socializing, communicating, and listening skills.
• Ability to analyze client requirements based on financial goals.

Aufgaben

• Develop and provide tailored financial solutions to clients.
• Conduct timely follow-ups with leads and investors.
• Increase client base and build Assets Under Management (AUM).

Kenntnisse

Socializing skills

Communication skills

Analytical skills

Stress management

Emotional stability

Jobbeschreibung

Urgent Opening - Manager / Sr Manager - Wealth Management

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Associate Vice President - Talent Acquisition

Designation - Manager/ Sr Manager- Wealth Management

Job Profile

• Develop and provide solutions to the client’s basis their requirements
• Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
• Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
• Initiate portfolio review of the existing investors in a timely manner
• Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
• Share regular updates with the investors with regards to the schemes, research papers, etc.
• Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves

• Excellent socializing and relation building skills.
• Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client
• Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability
• Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit
• Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profiles

• Candidate Should have a minimum 3 - 7 years of experience in Wealth Management, Financial Planning & Investment Advisory.
• Possession of requisite certifications will be an added advantage
• Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
• Should have a proven track record of AUM generation.
• Book size should be minimum 10 cr

Interested candidate can mail there resume to

Regards

Sonam Singh