Job Title: Wealth Manager

Job Summary:

We are looking for a dynamic and result-oriented Wealth Manager to acquire new clients, manage existing relationships, and provide suitable investment solutions based on clients financial goals and risk profiles.

Key Responsibilities:

- Generate new business through sales calls, referrals, networking, and lead generation.
- Acquire and manage HNI/Affluent clients and build long-term relationships.
- Understand client requirements, financial goals, and risk appetite.
- Recommend suitable investment and wealth management solutions.
- Conduct regular client follow-ups and portfolio reviews.
- Drive AUM/AUA growth and achieve monthly/quarterly business targets.




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

Key Products:

- Mutual Funds
- Insurance
- Fixed Deposits (FD)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)

Candidate Profile:

- Good communication and interpersonal skills.
- Solid sales and relationship-management skills.
- Target-oriented with a proactive approach.
- Experience in Wealth Management / Banking / Financial Services / Insurance / Investment Products will be preferred.

Interested candidates can share their CV at: [email protected]

📌 Wealth Manager (Delhi)
🏢 Bajaj Capital
📍 Delhi