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Job Description
Team Leader – Wealth Management
Role Objective:
Lead and manage a high-performing Wealth Management team responsible for acquiring, managing, and deepening relationships with HNI/UHNI and affluent clients while driving revenue, AUM growth, product penetration, and overall business profitability.
Key Responsibilities
- Lead, coach, and mentor a team of Wealth Relationship Managers to achieve business and revenue objectives.
- Drive acquisition of HNI/affluent clients and strengthen existing client relationships.
- Develop and execute strategies for AUM growth, client retention, cross-selling, and wallet share enhancement.
- Drive business across Mutual Funds, PMS, Insurance, Fixed Deposits, Bonds and other investment products.
- Ensure strong client engagement through need-based investment and wealth solutions.
- Monitor individual and team-level KPIs, productivity, revenue, AUM, and conversion ratios.
- Conduct regular performance reviews and provide structured coaching to team members.
- Build a strong sales pipeline through referrals, market mapping, networking, and client acquisition initiatives.
- Ensure adherence to compliance, KYC, regulatory and internal governance standards.
- Partner with Product, Operations, Risk, Compliance and other stakeholders for seamless client servicing.
- Identify high-potential talent and actively contribute to hiring, onboarding and capability building.
- Prepare business reviews and provide actionable insights to senior management.
Key Competencies
- Wealth Management & Investment Advisory
- HNI/UHNI Client Relationship Management
- Sales & Business Development
- Team Leadership & Performance Management
- AUM & Revenue Growth
- Cross-Selling & Client Acquisition
- Product Knowledge – MF, PMS, Insurance, FD & Bonds
- Market Intelligence & Competitor Mapping
- Coaching & Talent Development
- Strong Commercial Acumen
- Compliance & Risk Orientation
- Location- Dellhi & Noida
- Experience- 10- 15 yaers
- CTC- 25 LPA- 40 LPA
- Preference will be given to those ( Who can bring team as well)
- Interested Candidate can mail there resume to
- [HIDDEN TEXT]
Skills
Business DevelopmentSalesHniIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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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