Designation: Manager/ Sr Manager- 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 communication and listening skills, with the ability to explain complex information clearly and simply.

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 valuable 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 5 -8 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 20 CR Location- Delhi/NCR

Specific Locations: Vasant Kunj (Delhi), Punjabi Bagh (Delhi), & Nehru Place (Delhi) Salary- 14 LPA- 20 LPA Interested candidate can mail there resume to [email protected] Regards

Sonam Singh

📌 Urgent Opening- Manager/ Sr Manager- Wealth Management (Delhi)
🏢 Bajaj Capital
📍 Delhi