- Acquire new clients and expand existing relationships.
- Advise clients on investment products such as Mutual Funds, Equity, PMS, AIF, Bonds, Fixed Deposits, and Insurance.
- Achieve AUM and revenue targets.
- Conduct portfolio reviews and provide financial planning solutions.
- Ensure regulatory compliance and deliver excellent customer service.
Requirements:
- Graduate.
- 2-6 years of experience in wealth management, banking, broking, or financial services.
- Solid sales, communication, and relationship management skills.
- Knowledge of investment and wealth products.
📌 Urgent Hiring For Wealth Manager (Noida)
🏢 Bajaj Capital
📍 Noida
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