Urgent Opening- Manager/ Sr Manager- Wealth Management

Bajaj Capital Ltd; Kolkata District; On-site; INR 1,000,000 - 1,400,000; Full time

Job summary

A financial services company in Kolkata is seeking a Manager/Sr Manager for Wealth Management to develop client solutions and increase AUM. The ideal candidate should have 3-6 years of experience in Wealth Management and strong relationship-building skills. Responsibilities include client outreach, upselling investment products, and conducting marketing activities. This role offers an opportunity to work with diverse wealth instruments and contribute to a growing client base.

Qualifications

• 3-6 years of experience in Wealth Management, Financial Planning & Investment Advisory.
• Exposure in all Wealth Instruments like Insurance, Mutual Funds, etc.
• Proven track record of AUM generation.

Responsibilities

• Develop and provide solutions based on client requirements.
• Increase client base and build AUM.
• Conduct regular marketing activities.
• 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

Skills

Excellent socializing and relation building skills

Excellent communication and listening skills

Strong logical and numerical ability

Ability to deal with stress

Stress management

Compliance awareness

Education

Relevant certifications in Wealth Management

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 3 - 6 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