Job Responsibilities

- Understand clients financial goals, risk appetite, and investment preferences.

- Recommend suitable wealth management and investment solutions.

- Build and maintain long-term client relationships.

- Provide advisory across Mutual Funds, Insurance, Fixed Income, PMS, AIF, and other wealth products.

- Conduct regular follow-ups with prospective and existing clients.

- Increase AUM/AUA by acquiring recent clients and deepening existing relationships.

- Monitor market trends and identify suitable investment opportunities.

- Cross-sell and upsell products based on client requirements.

- Coordinate with internal product, research, and marketing teams.

- Ensure proper documentation and compliance with company/regulatory guidelines.

- Participate in client meetings, seminars, and branch marketing activities.

- Maintain accurate client and follow-up records in the CRM.

- Achieve monthly, quarterly, and annual revenue/business targets.

- Stay updated on investment products, market trends, and industry developments.

- Represent the organization professionally and act as a trusted financial advisor.

📌 Senior Wealth Relationship Manager (Delhi)
🏢 Bajaj Capital
📍 Delhi