Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

3 weeks ago

Bangalore Urban, India Bajaj Capital Ltd Full time

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management



Designation- Sr Manager/ Chief Manager/ Wealth Management

Job Profile:


  1. Develop and provide solutions to the client’s basis their requirements
  2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
  3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
  4. Initiate portfolio review of the existing investors in a timely manner
  5. Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
  6. Share regular updates with the investors with regards to the schemes, research papers, etc.
  7. Conduct regular marketing activities in coordination with the regional marketing team and product team


Must Haves:


  1. Excellent socializing and relation building skills.
  2. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
  3. Should be a confident individual and must conduct and present themselves well in front of client
  4. Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability
  5. Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
  6. Should always identify opportunities for greater profit
  7. Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation


Desired Candidate Profiles

  1. Candidate Should have a minimum 7 Years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
  2. Possession of requisite certifications will be an added advantage
  3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
  4. Should have a proven track record of AUM generation.
  5. Aum size minimum 30 cr



Location- Hyderabad, Banaglore & Chennai


Salary- 15 lpa- 25 lpa


Interested Candidate can mail there resume to

Gaurav. Singh@bajajcapital.com

  • Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

    3 weeks ago

    Bangalore Urban, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s 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...

  • Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

    3 weeks ago

    Bangalore, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: 1. Develop and provide solutions to the client’s basis their requirements 2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles 3. Increase client base by meeting new clients,...

  • Wealth Manager

    2 weeks ago

    bangalore, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    6 days ago

    bangalore, India TIGI HR Full time

    Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)📍 Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi🕒 Experience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and...

  • Senior Vice President of Wealth Management

    6 days ago

    bangalore, India Banking and NBFC job Full time

    Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...

  • Product Manager

    5 days ago

    bangalore, India Neo Wealth and Asset Management Full time

    Building the Future of Wealth & Asset ManagementAt Neo, we’re not building another financial platform. We’re building the future of wealth and investing in India AI-native, proactive, and designed for speed and trust. Whether it’s trading, wealth reporting, onboarding, or advisory, our systems act like a thinking partner that anticipates needs,...

  • Wealth Management Intern

    2 weeks ago

    bangalore, India Prosperr.io Full time

    About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

  • Wealth management intern

    2 weeks ago

    Bangalore, India Prosperr.io Full time

    About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...

  • Private Wealth Manager

    5 days ago

    bangalore, India equentis Full time

    Location – Bangalore/Mumbai Position: PMS Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client...

  • Urgent: Relationship Manager- Wealth Management

    4 weeks ago

    Bangalore, Karnataka, India Antal International Full time

    Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives Monitor financial market trends to ensure that client plans are responsive Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products ...