Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

4 weeks ago

Bengaluru, Karnataka, 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- Bangalore, Hyderabad, Chennai

Salary- 15 lpa- 25 lpa

Interested Candidate can mail there resume to

Gaurav.

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

    2 weeks ago

    Bengaluru, Karnataka, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from...

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

    3 weeks ago

    Bengaluru, Karnataka, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles3. Increase client base by meeting new clients, taking...

  • Sr. Manager– Wealth Management

    2 days ago

    Bengaluru, Karnataka, India ElementSkill Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Designation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:1. Develop and provide solutions to the clients basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building...

  • Senior Wealth Manager

    1 week ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Sr Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Talent Leads HR Solutions Pvt Ltd Full time

    Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...

  • Wealth Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Job DescriptionLocation Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

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

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/Mumbai Position: 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 Meetings...