Unit Head- Vp- Wealth Management

3 weeks ago

Ahmedabad, Gujarat, India Urgent Opening Full time
Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial planning and a wide array of investment andprotection solutions.

Our mission is to empower individuals and families to achieve financialfreedom through transparent advice, tailored strategies, and a client-first approach.

With astrong PAN-India presence, we continue to set industry benchmarks in wealth creation andpreservation.

Role Overview The Wealth Manager – Unit Head (AVP/VP) is a senior leadership role responsible forguiding, mentoring, and managing a team of high-performing Wealth Managers across theassigned location.

This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptionalclient experiences.

Candidates must have a minimum existing AUM book of ₹75–100 Cr (across Mutual Funds, PMS, and AIF).

Preference will be given to candidates who can onboard an existingperforming team.

Key Responsibilities Team Leadership & Development● Lead, mentor, and develop a team of Wealth Managers to achieve and exceedbusiness targets.● Align team objectives with organizational goals, ensuring effective communicationwith senior leadership.

Business Development & Client Acquisition● Drive targeted acquisition strategies for HNI and UHNI clients.● Support team members in closing high-value deals and onboarding marquee clients.● Achieving of P/L Targets Client Advisory & Relationship Management● Deliver tailor-made wealth management solutions across asset classes including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.● Maintain high client engagement through market insights and proactiverecommendations.

Compliance & Governance● Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well asinternal processes.

Key Skills & Competencies● Leadership Excellence: Ability to inspire, manage, and retain high-performingteams.● Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insuranceproducts.● Business Acumen: Proven track record of growing AUM and client portfolios.● Client Network: Strong HNI/UHNI market presence and ability to bring newrelationships.

Qualifications & Experience● Graduate/Postgraduate in Finance, Business Administration, or related field(MBA/CFP/CFA preferred).● 10–12 years of experience in wealth management/private banking, with at least 3 -4 years in a leadership role.● Minimum AUM book of ₹75–100 Cr (across Mutual Funds, PMS, AIF) is mandatory.● Preference for candidates capable of bringing along a performing team.● Demonstrated success in managing large HNI/UHNI portfolios and deliveringconsistent business growth.

CTC- 30 LPA- 50 LPAInterested Candidate can mail there resume Gaurav.singh@bajajcapital.com

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