Urgent Opening- Sr Manager/ Chief Manager/ AVP- Wealth

Location: , Delhi

Category: Operations Executive Jobs

Bajaj Capital Ltd Mumbai, Maharashtra, India (On-site)

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Designation- Sr Manager/ Chief Manager/ AVP- 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 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 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 7 ears to 12 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.

• Aum size minimum 30 cr

Location- Delhi, Noida, Gurgaon Bangalore, Kolkata

Salary- 15 lpa- 25 lpa

Interested Candidate can mail there resume to

Gaurav. Singh@bajajcapital.com

Thanx & Regards

Gaurav Singh

Sr AVP- Talent Acquisition

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