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Job Description
Designation- Manager/ Sr Manager- Wealth Management
Job Profile:
- Develop and provide solutions to the clients basis their requirements
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
- Initiate portfolio review of the existing investors in a timely manner
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
- Share regular updates with the investors with regards to the schemes, research papers, etc.
- Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
- Excellent socializing and relation building skills.
- Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
- Should be a confident individual and must conduct and present themselves well in front of client
- Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
- Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
- Should always identify opportunities for greater profit
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profiles
- Candidate Should have a minimum 6 years- 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
- Possession of requisite certifications will be an added advantage
- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
- Should have a proven track record of AUM generation.
- Book size should be minimum 10 cr
- Location- Delhi/ Noida
- Salary- 8 lpa- 15 lpa
- Interested candidate can mail there resume to
- [HIDDEN TEXT]
- Regards
- Gaurav Singh
Skills
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About Company
Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.
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