Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

Job Title: Sr Manager/ Chief Manager/ Wealth Management

Company: Bajaj Capital Ltd

Location: Delhi - NCR/ Mumbai

Department: Wealth Management

Experience: 7 12 years

Employment Type: Full-Time

CTC- 15 - 25 LPA

Job Profile:

1. Develop and provide solutions to the client's basis their requirements

2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and

news articles

3. Increase client base by meeting new clients, taking reference from the existing

investors and thereby building AUM

4. Initiate portfolio review of the existing investors in a timely manner

5. Upsell and Cross sell products to the existing investors and keep them updated on

the primary and secondary market trends

6. Share regular updates with the investors with regards to the schemes, research

papers, etc.

7. Conduct regular marketing activities in coordination with the regional marketing

team and product team

Must Haves:

1. Excellent socializing and relation building skills.

2. Excellent communicating and listening skills, ability to explain complex information

clearly and in a simplified manner.

3. Should be a confident individual and must conduct and present themselves well in

front of client

4. Able to analyse the requirement of the client's basis their financial goals and have

strong logical and numerical ability

5. Ability to deal with stress and follow procedures. Has good emotional stability and

conscientiousness when dealing with achieving targets.

6. Should always identify opportunities for greater profit

7. Follow the guidelines and compliance needs and be closely monitored and

response to any request for documentation

Desired Candidate Profiles

1. Candidates should have a minimum 7 years to 12 years of experience in Wealth

Management, Financial Planning & Investment Advisory.

2. Possession of requisite certifications will be an added advantage

3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund,

PMS, AIF etc.

4. Should have a proven track record of AUM generation.

5. Aum size minimum 50cr

Interested Candidate can mail there resume

[Confidential Information]

regards

Gaurav Singh