Urgent Opening- Sr Manager/ Chief Manager

3 weeks ago

Hyderabad, Telangana, India Bajaj Capital Ltd Full time
Job Description

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management

Designation- Sr Manager/ Chief Manager/ Wealth Management

Job Profile:

1. Develop and provide solutions to the clients 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 clients 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 ears 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- Mumbai & Pune

Salary- 15 lpa- 25 lpa

Interested Candidate can mail there resume to

Gaurav. [Confidential Information]

  • Urgent Opening- Sr Manager/ Chief Manager

    3 weeks ago

    Hyderabad, Telangana, 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...

  • Urgent Opening- Sr Manager/ Chief Manager

    3 weeks ago

    Hyderabad, Telangana, 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

    3 weeks ago

    Hyderabad, Telangana, India Bajaj Capital Ltd Full time

    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...

  • Sr. Manager

    1 day ago

    Hyderabad, Telangana, India ThinkWise Consulting LLP Full time

    Role - Sr. Manager - AccountsHybrid ModelShift - 6AM-3PMOwn end-to-end accounting, including GL, journal entries, month-end close, accruals, and intercompany transactionsMaintain accurate Balance Sheet schedules and ensure clean Trial Balance monthlyLead Record to Report (R2R), Inventory Accounting, Treasury & Cash Management processesOversee Procure to Pay...

  • Sr. Manager

    2 days ago

    Hyderabad, Telangana, India ThinkWise Consulting LLP Full time

    Role - Sr. Manager - Accounts Hybrid Model Shift - 6AM-3PM Own end-to-end accounting, including GL, journal entries, month-end close, accruals, and intercompany transactions Maintain accurate Balance Sheet schedules and ensure clean Trial Balance monthly Lead Record to Report (R2R), Inventory Accounting, Treasury & Cash Management processes Oversee Procure...

  • Urgent: Finance Sr. Manager

    4 weeks ago

    Hyderabad, Telangana, India Ascensus Full time

    Job DescriptionPosition SummaryFinancial Sr. Manager understanding of financial services industry, specifically focusing on statutory audit, regulatory financials like US GAAPResponsibilities:- Responsible for leading the Ascensus India Finance function- Manage a team of associates to achieve Company responsibilities- Complete a variety of tasks as per...

  • Sr. Manager

    3 hours ago

    Hyderabad, Telangana, India ThinkWise Consulting LLP Full time

    Role - Sr. Manager - AccountsHybrid ModelShift - 6AM-3PM- Own end-to-end accounting, including GL, journal entries, month-end close, accruals, and intercompany transactions- Maintain accurate Balance Sheet schedules and ensure clean Trial Balance monthly- Lead Record to Report (R2R), Inventory Accounting, Treasury & Cash Management processes- Oversee Procure...

  • Sr. Manager

    1 week ago

    Hyderabad, Telangana, India ThinkWise Consulting LLP Full time

    Role - Sr. Manager - Accounts Hybrid Model Shift - 6AM-3PM Own end-to-end accounting, including GL, journal entries, month-end close, accruals, and intercompany transactions Maintain accurate Balance Sheet schedules and ensure clean Trial Balance monthly Lead Record to Report (R2R), Inventory Accounting, Treasury & Cash Management processes Oversee Procure...

  • Sales Officer/sr Sales Officer-protective Coating Hyderabad

    3 weeks ago

    Hyderabad, Telangana, India 2COMS Full time

    Greetings We have an urgent opening for Sales Officer Sr Sales Officer Hyderabad Position Sales Officer Sr Sales Officerxe2x80x8b - Protective Coating Job Location- Hyderabad Role and Responsibilities Responsible for all high-performance coatings products and will be responsible for launching and entering new marketing segments ...

  • Sr. Program Manager

    3 weeks ago

    Hyderabad, Telangana, India Milestone Technologies Full time

    Milestone has a need for a Sr Program Manager that can manage a large Program that needs to be road-mapped refreshed manage multiple workstreams and hold the leads accountable In addition manage and identify risks and issues and work with the team to address and close such issues and risks The Sr Program Manager will work closely with the Lead...