Wealth Manager/ Sr Wealth Manager

Bajaj Capital; Delhi; On-site; INR 800,000 - 1,800,000; Full time

Job summary

Bajaj Capital is seeking a Wealth Manager / Sr Wealth Manager in Delhi to drive client acquisition and build lasting relationships. The role focuses on understanding client goals, risk tolerance, and tailoring wealth management solutions across funds, insurance, fixed income, and PMS.

You will conduct reviews, stay updated on market trends, and collaborate with internal teams to deliver optimal client outcomes.

Responsibilities

• Identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.
• Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth management solutions.
• Build and maintain long-term relationships with clients by providing exceptional service and regular portfolio reviews.
• Offer investment advisory across Mutual Funds, Insurance, Fixed Income Products, PMS, and other wealth products.
• Conduct regular follow-ups with prospective and existing clients to ensure higher engagement and conversion.
• Increase Assets Under Management (AUM) and Assets Under Advisory (AUA) by onboarding new clients and deepening existing relationships.
• Monitor market trends, economic developments, and investment opportunities to provide timely guidance to clients.
• Cross-sell and upsell financial products based on client requirements and portfolio needs.
• Coordinate with internal product, research, and marketing teams to deliver the best solutions to clients.
• Ensure all client interactions, documentation, and transactions comply with regulatory and company guidelines.
• Participate in branch marketing activities, seminars, and client engagement programs to generate business opportunities.
• Maintain accurate records of client meetings, investment recommendations, and follow-up activities in the CRM system.
• Achieve monthly, quarterly, and annual revenue targets while maintaining high levels of client satisfaction.
• Continuously update product knowledge and industry awareness through training programs and market research.
• Represent the organization professionally and act as a trusted financial advisor for clients.

Job description

Role: Wealth Manager / Sr Wealth Manager

Job Responsibilities

• Identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.
• Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth management solutions.
• Build and maintain long-term relationships with clients by providing exceptional service and regular portfolio reviews.
• Offer investment advisory across Mutual Funds, Insurance, Fixed Income Products, PMS, and other wealth products.
• Conduct regular follow-ups with prospective and existing clients to ensure higher engagement and conversion.
• Increase Assets Under Management (AUM) and Assets Under Advisory (AUA) by onboarding new clients and deepening existing relationships.
• Monitor market trends, economic developments, and investment opportunities to provide timely guidance to clients.
• Cross-sell and upsell financial products based on client requirements and portfolio needs.
• Coordinate with internal product, research, and marketing teams to deliver the best solutions to clients.
• Ensure all client interactions, documentation, and transactions comply with regulatory and company guidelines.
• Participate in branch marketing activities, seminars, and client engagement programs to generate business opportunities.
• Maintain accurate records of client meetings, investment recommendations, and follow-up activities in the CRM system.
• Achieve monthly, quarterly, and annual revenue targets while maintaining high levels of client satisfaction.
• Continuously update product knowledge and industry awareness through training programs and market research.
• Represent the organization professionally and act as a trusted financial advisor for clients.