Job Description:

- 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.
- Solid 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 (Noida)
🏢 Bajaj Capital
📍 Noida