Job Description
Designation: Manager/ Sr Manager- Wealth Management
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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 current 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 solid logical and numerical ability n
Ability to deal with stress and follow procedures. Has positive 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