Urgent Opening- Manager/ Sr Manager- Wealth Management

1 week ago


Kolkata, West Bengal, India Bajaj Capital Ltd Full time
Role & responsibilities

Position:
Manager/ Sr Manager/ Wealth Management

Job Description:
- Provide and develop solutions tailored to clients' needs and aspirations.
- Conduct regular follow-ups with leads and engage them with relevant updates.
- Expand client base through networking and referrals to enhance AUM.
- Review and diversify client portfolios proactively, offering appropriate guidance.
- Assist clients in achieving financial objectives through diverse product offerings.
- Educate clients on market trends and upsell relevant products.
- Stay updated on industry schemes, products, and trends through ongoing training.
- Foster communication with clients by sharing organization updates and insights.
- Collaborate with the marketing team to showcase products, generate leads, and enhance brand visibility.

Knowledge:
- Possess in-depth knowledge of Life Insurance, general insurance, mutual funds, and fixed income products.
- Understand client portfolios, risk appetite, and aid in financial goal attainment.
- Provide well-informed advice considering financial planning, investment trends, and competitor analysis.

Skills:
- Social/Interpersonal: Excel in building relationships and social interactions.
- Communication: Demonstrate strong communication and listening skills, capable of simplifying complex information.
- Confident presentation and interpersonal skills, crucial for client interactions.
- Analytical: Proficient in analyzing clients' needs, with a strong logical and numerical acumen.

Work to achieve targets:
- Demonstrate ability to handle pressure, follow protocols, and maintain emotional stability.
- Always seek opportunities for revenue growth and targets accomplishment.

Compliance:
- Adhere to guidelines, regulations, and promptly respond to documentation requests.

Preferred candidate profile
Desired Candidate Profile - Candidates should possess 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory. They should have exposure to various wealth instruments such as Insurance, Mutual Funds, PMS, AIF, etc.
Perks and benefits
- CTC: 8 LPA to 15 LPA
- Location: Kolkata, Hyderabad, Bangalore
Interested candidates can send their resumes to

Regards
Gaurav Singh
AVP- Talent Acquisition

  • Kolkata, West Bengal, India Bajaj Capital Ltd Full time

    Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...


  • Kolkata, West Bengal, India Bajaj Capital Ltd Full time

    Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...

  • Account Manager

    1 week ago


    Kolkata, West Bengal, India Anand Rathi Wealth Limited Full time

    About the Company:Welcome to our team! We are a wealth management firm dedicated to providing top-notch financial services to our prestigious clientele.Job Title: Account ManagerRole:Financial Planning, Portfolio Strategy, and ReportingAssisting in creating financial plans for clients focusing on client requirements and our strategic processRegularly...


  • Kolkata, West Bengal, India Delego Capital Full time

    JOB:Wealth Management Trainee (Intern)Location:Kolkata / WFHCompany:Delego CapitalExperience:NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment management,...


  • Kolkata, West Bengal, India Delego Capital Full time

    JOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego Capital Experience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...


  • Kolkata, West Bengal, India The Search Manager Full time

    Play a pivotal execution role in setting up & commissioning of Process Engineering Lab, training of manpower to achieve the results right first time. Understand the requirement of Internal and External stakeholders and develop the process and procedures from Standardization & technical cell purview as per the established Integrated management system...

  • Urgent Opening For

    4 weeks ago


    Kolkata, West Bengal, India timesjobs Full time

    Urgent Opening For IT Business Analyst:We are looking for a Business Analyst who can help maintain existing business with current clients, grow business relationships with them and assist in bringing new clients on board.You will be responsible to work closely with Business and Technology teams, leading the understanding and successful implementation of...

  • Urgent Opening For

    1 week ago


    Kolkata, West Bengal, India timesjobs Full time

    Urgent Opening For IT Business Analyst:We are looking for a Business Analyst who can help maintain existing business with current clients, grow business relationships with them and assist in bringing new clients on board.You will be responsible to work closely with Business and Technology teams, leading the understanding and successful implementation of...

  • Urgent Opening For

    3 weeks ago


    Kolkata, West Bengal, India timesjobs Full time

    Urgent Opening For IT Business Analyst:We are looking for a Business Analyst who can help maintain existing business with current clients, grow business relationships with them and assist in bringing new clients on board.You will be responsible to work closely with Business and Technology teams, leading the understanding and successful implementation of...


  • Kolkata, West Bengal, India Krea University Full time

    Title: SIAS Outreach – Assistant Manager/Deputy Manager/Manager/Sr ManagerNo of positions: 3Exp : 4-10 years of relevant experienceEducational Qualification : Master's degree or equivalent degree from a premier institutionSalary : As per Institution standardDepartment :SIAS OutreachWork Location :North (Delhi), South (Chennai/Sri City) & West (Mumbai)Your...


  • Kolkata, West Bengal, India AMK Group Full time

    Urgent Opening for Immediatejoinees SAP HCMRolePermanentLocationKolkataJDJOBDESCRIPTIONCandidate should have 8 years on HCM platform. PersonnelAdministration Org Management Time Management Payroll India ESS& MSS.Involved in workshops for requirement gathering of the clientbusiness processes.Coordinate with the stakeholders during requirement gathering...


  • Kolkata, West Bengal, India Krea University Full time

    Title: SIAS Outreach – Assistant Manager/Deputy Manager/Manager/Sr Manager No of positions: 3 Exp : 4-10 years of relevant experience Educational Qualification : Master's degree or equivalent degree from a premier institution Salary : As per Institution standard Department : SIAS Outreach Work Location : North (Delhi), South (Chennai/Sri City) & West...

  • Sr. Manager

    1 week ago


    Kolkata, West Bengal, India 2coms Full time

    Opening for one of the Engineering maintenance and services companyLocation: Kolkata/ VadodaraPosition : Sr. Manager / DGM - Marketing (Marketing Strategist)Job Role -Lead the development of all marketing plans.Ensure the implementation of effective marketing strategies.Focus on competitor's product range and the uptake for products and services.Review and...


  • Kolkata, West Bengal, India Sofomation Full time

    Opening for a reputed Multi-National client: Position: Sr. Manager East Certification Experience: Minimum 10 years of experience Minimum Requirements: Graduate Mechanical Engineering having 10-15 years' experience with any Certification qualification like ASME,PED Person should have working exposure in TIC industries or known PMC Industries Shall able to...


  • Kolkata, West Bengal, India AIA Full time

    Urgent Hiring in A Well Known Reputed & MNC Company. Requirements of 10 Male & Female New Staff For Official Work & Management Role Location:- DALHOUSIE (Kolkata) Duty Time:- 11 am. to 5 pm. PAYOUT :- 25K to 45K + Incentive Qualification:- 12th to any degree Age Limit. :- 20 yrs to 60 yrs WE REQUIRE A SERIOUS AND POSITIVE MINDSET TO WORK WITH US. HOUSEWIFE...

  • Sr Sales Manager

    1 month ago


    Kolkata, West Bengal, India Supro Consulting Full time

    Apply for Sr. Sales Manager, Supro Consulting in Kolkata ,Burdwan ,Durgapur ,Haldia ,Kharagpur for 1 - 6 Year of Experience on

  • Sr Sales Manager

    1 week ago


    Kolkata, West Bengal, India Supro Consulting Full time

    Apply for Sr. Sales Manager, Supro Consulting in Kolkata ,Burdwan ,Durgapur ,Haldia ,Kharagpur for 1 - 6 Year of Experience on

  • Sr Sales Manager

    3 weeks ago


    Kolkata, West Bengal, India Supro Consulting Full time

    Apply for Sr. Sales Manager, Supro Consulting in Kolkata ,Burdwan ,Durgapur ,Haldia ,Kharagpur for 1 - 6 Year of Experience on

  • Sr. Test Analyst

    1 month ago


    Kolkata, West Bengal, India Cognizant Full time

    Cognizant is hiring Sr. Test Analysts in the BFS domain with specific experience in Private Banking and Wealth Management. Experience- 6-9 Years Skills- Functional Testing in BFS domain Location- PAN India (Kolkata Preferred) Looking for immediate joiners. Job Description: Job Title: As a Sr. Test Analyst, the person should be having strong Functional...

  • Sr. Test Analyst

    1 week ago


    Kolkata, West Bengal, India Cognizant Full time

    Cognizant is hiring Sr. Test Analysts in the BFS domain with specific experience in Private Banking and Wealth Management. Experience- 6-9 Years Skills- Functional Testing in BFS domain Location- PAN India (Kolkata Preferred) Looking for immediate joiners. Job Description: Job Title: As a Sr. Test Analyst, the person should be having strong Functional...