Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
5 days ago
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 reference from the existing investors and thereby building AUM
- Initiate portfolio review of the existing investors in a timely manner
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
- Share regular updates with the investors with regards to the schemes, research papers, etc.
- Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
- Excellent socializing and relation building skills.
- Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
- Should be a confident individual and must conduct and present themselves well in front of client
- Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability
- Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
- Should always identify opportunities for greater profit
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profiles
- Candidate Should have a minimum 7 Years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
- Possession of requisite certifications will be an added advantage
- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
- Should have a proven track record of AUM generation.
- Aum size minimum 30 cr
Location- Bangalore, Hyderabad, Chennai
Salary- 15 lpa- 25 lpa
Interested Candidate can mail there resume to
Gaurav.
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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 reference...
-
Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
40 minutes ago
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth Management Company: Bajaj Capital Ltd Location: Delhi - NCR/ Mumbai Department: Hyderabad/ Bangalore/ chennai Experience: 7– 12 years Employment Type: Full-Time CTC- 15 - 25 LPA Job Profile: 1. Develop and provide solutions to the client's basis their requirements 2. Conduct timely and regular follow-up...
-
Product Manager
2 weeks ago
Bengaluru, Karnataka, India GST Manager Full timeTechnical Product Lead / Product Manager (2–4 Years Experience) Product Strategy | Execution Ownership | Tech x Business Location: Chennai / Bangalore (Hybrid) Job Type: Full-time Experience: 2–4 Years (Preferred)About GST ManagerGST Manager | Tax Collars Private Limited is a leading tax consulting company (www.gstmanager.com) offering tech-driven GST...
-
Product Manager
3 weeks ago
Bengaluru, Karnataka, India GST Manager Full timeTechnical Product Lead / Product Manager (2–4 Years Experience) Product Strategy | Execution Ownership | Tech x BusinessLocation: Chennai / Bangalore (Hybrid)Job Type: Full-timeExperience: 2–4 Years (Preferred)About GST ManagerGST Manager | Tax Collars Private Limited is a leading tax consulting company (www.gstmanager.com) offering tech-driven GST and...
-
Wealth Manager
14 hours ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,20,000About This RoleAt our organization, we are seeking a highly skilled Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to take on a challenging role and make a meaningful contribution to our company.The ideal candidate will have a strong background in finance and wealth management, with excellent communication...
-
Wealth Manager
2 days ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...
