Acquire and manage HNI and retail clients for wealth management and investment solutions.
Understand clients' financial goals and recommend suitable investment products such as mutual funds, equities, PMS, bonds, insurance, and other financial solutions.
Build and maintain long-term client relationships through regular portfolio reviews and financial advisory.
Generate business through client referrals, networking, and prospecting activities.
Achieve assigned revenue and AUM targets while ensuring high levels of customer satisfaction.
Stay updated on market trends and regulatory guidelines to provide informed investment advice.
Ensure compliance with company policies and industry regulations.

Preferred Candidate Profile
Graduate with experience in wealth management, investment advisory, or financial services.
Robust sales, relationship management, and communication skills.
Knowledge of financial products and capital markets is preferred.
Ability to achieve business targets and deliver an excellent client experience

📌 Urgent Hiring In Wealth Management Greater Noida
🏢 Bajaj Capital
📍 Greater Noida