Job Purpose The purpose of this role is to acquire recent clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

- Key Job Responsibilities
- Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
- Conduct daily sales calling with prospective new clients and identify their needs.
- Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.
- Conduct timely and regular follow ups with the clients.
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
- Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.




- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 3 years +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

5. Maximum age limit 35 years.

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at [email protected]

Contact Person : Pawan Kumar Prasad

📌 Senior Wealth Manager / Sr. Relationship Manager (West Bengal)
🏢 Bajaj Capital
📍 West Bengal