Wealth Manager- Bajaj Capital Ltd

Bajaj Capital; Hyderabad, Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

Bajaj Capital is looking for a proactive investment advisor to engage with prospective clients, assess financial needs, and offer suitable investment solutions across life or wealth products. The role emphasizes relationship-building and professional client advisory in a dynamic market.

The candidate should demonstrate strong product knowledge, communication, and analytical skills to achieve client goals, with ongoing market updates and cross-selling opportunities across schemes and services.

Qualifications

• Strong understanding of investment products such as AIFs, MFs, PMS, mutual funds sales.
• Excellent communication skills for effective HNI client handling.

Responsibilities

• Conduct daily sales calling with prospective clients and identify needs.
• Develop solutions and suggest schemes to clients based on requirements and goals.
• Follow up with leads regularly and tag them on broadcasts and new articles.
• Grow client base by meeting new clients and taking referrals from existing ones.

Skills

Product knowledge

Communication skills

Analytical skills

Relationship building

Job description

Roles and Responsibilities

• Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop
• solutions and suggest schemes to clients basis their requirements and goal
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles
• Increase client database by meeting new clients and taking references from the existing ones and
• hence build AUM and AUA for the branch
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line
• Update and cross sell products to existing clients and update them about the primary and secondary
• market trends
• Update self-regarding all schemes, products and solutions by regularly attending trainings
• Share regular communications with client regarding information, research and material of the
• organization
• Conduct regular marketing activities with the regional marketing and product team by showcasing our
• products and features and generate leads
• Knowledge:
• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general
• insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward
• appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory have thorough financial and sector knowledge as well
• knowledge of competitors, must provide sound and reliable advice to clients
• Skills:
• Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have 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
• Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have
• strong logical and numerical ability
• Work to achieve targets: Has 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
• Compliance: follows the guidelines and compliance needs and be closely monitored and response to
• any request for documentation
• To have the best of the talent in our company'

Desired Candidate Profile

• Strong understanding of investment products such as AIFs, MFs, PMS, mutual funds sales.
• Excellent communication skills for effective HNI client handling.