Urgent Opening- Manager/ Sr Manager- Wealth Management

Bajaj Capital Ltd; Delhi; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Bajaj Capital Ltd. in Noida seeks a Manager/Sr Manager- Wealth Management to develop client solutions aligned with financial goals and to expand the client base for rising AUM.

The role requires strong communication, exceptional social skills, and the ability to present clearly in front of clients, with a track record of generating assets and conducting regular portfolio reviews in coordination with the marketing and product teams.

Qualifications

• Excellent socializing and relation building.
• Excellent communication and listening skills.
• Confident, presentable in front of clients.
• Analytical on client requirements and financial goals.

Responsibilities

• Develop client solutions based on their requirements.
• Regular follow-up with leads and tagging on broadcasts/news articles.
• Increase client base to build AUM via referrals and new clients.
• Initiate portfolio reviews for existing investors in a timely manner.
• Upsell and cross-sell products to investors and update on market trends.
• Share regular updates with investors on schemes and research papers.
• Coordinate regular marketing activities with regional marketing and product teams.

Skills

Social skills

Communication

Presentation

Stress management

Target oriented

Compliance awareness

Job description

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 communication and listening skills, with the ability to explain complex information clearly and simply.
• 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 5 -8 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

Specific Locations: Noida

Interested candidate can mail there resume to