Job Description
Designation: Manager/ Sr Manager- Wealth Management
nJob Profile:
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- Develop and provide solutions to the client’s basis their requirements n
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles n
- Increase client base by meeting recent clients, taking reference from the existing investors and thereby building AUM n
- Initiate portfolio review of the existing investors in a timely manner n
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends n
- Share regular updates with the investors with regards to the schemes, research papers, etc. n
- Conduct regular marketing activities in coordination with the regional marketing team and product team n

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nMust Haves:
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- Excellent socializing and relation building skills. n
- Excellent communication and listening skills, with the ability to explain complex information clearly and simply. n




- Should be a confident individual and must conduct and present themselves well in front of client n
- Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability n
- Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. n
- Should always identify opportunities for greater profit n
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation n

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nDesired Candidate Profiles
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- Candidate Should have a minimum 5 -8 years of experience in Wealth Management, Financial Planning & Investment Advisory. n
- Possession of requisite certifications will be an added advantage n
- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. n
- Should have a proven track record of AUM generation. n
- Book size should be minimum 20 CR n



📌 Urgent Opening- Manager/ Sr Manager- Wealth Management (New Delhi)
🏢 Bajaj Capital
📍 New Delhi