Hiring- Manager/ Sr Manager- Wealth Management- Bangalore & Mumbai
- Bajaj Capital
- 4 - 8 years
- Bengaluru
- 18 hours ago
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Job Description
Role & responsibilities
Designation- Manager/ Sr Manager- Wealth Management
Job Profile:
- Develop and provide solutions to the clients 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 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
- Able to analyse the requirement of the clients 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 - 7 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
Location- Bangalore, Mumbai
Salary- 9 LPA- 14 LPA
Interested candidate can mail there resume to
so********h@ba*********l.com
Regards
Sonam Singh
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Investment Banking, Private Equity & VCRole: Investment Banking, Private Equity & VC - OtherEmployement Type: Full timeContact Details:
Company: Bajaj CapitalLocation(s): Bengaluru+ View Contact
Keyskills: Investment Mutual Funds Asset Management
Fraud Alert to job seekers!
₹ 9-14 Lacs P.A
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