Job Title: Wealth Manager

Job Summary:
We are seeking a results-driven Wealth Manager to acquire, advise, and manage HNI, UHNI, and retail clients by offering comprehensive wealth management solutions. The role involves financial planning, portfolio management, relationship management, and driving business across a wide range of investment and protection products.

Key Responsibilities:

- Acquire current clients and manage existing relationships.
- Understand clients' financial goals and provide customized investment solutions.
- Cross-sell and advise on Equities, Mutual Funds, SIPs, IPOs, Bonds, NCDs, Fixed Deposits, PMS, AIFs, Structured Products, Insurance (Life & General), Loans Against Securities, Demat & Trading Accounts, Corporate FDs, NPS, and other wealth management products.
- Conduct regular portfolio reviews and provide investment recommendations.
- Achieve revenue, AUM, and client acquisition targets.
- Ensure compliance with SEBI, AMFI, IRDAI, and internal regulatory guidelines.
- Stay updated on financial markets, economic trends, and investment opportunities.

📌 Wealth Manager (New Delhi)
🏢 Bajaj Capital
📍 New Delhi