Unit Head- VP- Wealth Management

3 weeks ago

Surat, 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, serving

clients for over 60 years with expert financial planning and a wide array of investment and

protection solutions. Our mission is to empower individuals and families to achieve financial

freedom through transparent advice, tailored strategies, and a client-first approach. With a

strong PAN-India presence, we continue to set industry benchmarks in wealth creation and

preservation.

Role Overview

The Wealth Manager – Unit Head (AVP/VP) is a senior leadership role responsible for

guiding, mentoring, and managing a team of high-performing Wealth Managers across the

assigned 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 exceptional

client 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 existing

performing team.

Key Responsibilities

Team Leadership & Development

● Lead, mentor, and develop a team of Wealth Managers to achieve and exceed

business targets.

● Align team objectives with organizational goals, ensuring effective communication

with 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 proactive

recommendations.

Compliance & Governance

● Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well as

internal processes.

Key Skills & Competencies

● Leadership Excellence: Ability to inspire, manage, and retain high-performing

teams.

● Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insurance

products.

● Business Acumen: Proven track record of growing AUM and client portfolios.

● Client Network: Strong HNI/UHNI market presence and ability to bring new

relationships.

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 delivering

consistent business growth.

CTC- 30 LPA- 50 LPA

Interested Candidate can mail there resume

Gaurav.singh@bajajcapital.com

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