![Bajaj Capital Ltd](https://media.trabajo.org/img/noimg.jpg)
Urgent Opening- Manager/ Sr Manager- Wealth Management
1 week ago
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
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