Role: Wealth Manager

Job Responsibilities:

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Identify and acquire recent clients through daily sales calls, networking, referrals, and lead generation activities.
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Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth management solutions.
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Build and maintain long-term relationships with clients by providing exceptional service and regular portfolio reviews.
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Offer investment advisory across Mutual Funds, Insurance, Fixed Income Products, PMS, and other wealth products.
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Conduct regular follow-ups with prospective and existing clients to ensure higher engagement and conversion.
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Increase Assets Under Management (AUM) and Assets Under Advisory(AUA) by onboarding new clients and deepening existing relationships.
- - Monitor market trends, economic developments, and investment opportunities to provide timely guidance to clients.
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Cross-sell and upsell financial products based on client requirements and portfolio needs.




- - Coordinate with internal product, research, and marketing teams to deliver the best solutions to clients.
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Ensure all client interactions, documentation, and transactions comply with regulatory and company guidelines.
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Participate in branch marketing activities, seminars, and client engagement programs to generate business opportunities.
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Maintain accurate records of client meetings, investment recommendations, and follow-up activities in the CRM system.
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Achieve monthly, quarterly, and annual revenue targets while maintaining high levels of client satisfaction.
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Continuously update product knowledge and industry awareness through training programs and market research.
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Represent the organization professionally and act as a trusted financial advisor for clients.

📌 Senior Wealth Manager (Hyderabad)
🏢 Bajaj Capital
📍 Hyderabad