Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
4 weeks ago
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- Pune & Mumbai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com
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india Bajaj Capital Ltd Full timeDesignation- Manager/ Sr Manager- Wealth ManagementJob 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...
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Wealth Manager
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Noida, India Bajaj Capital Ltd Full timeJob Description Designation- Manager/ Sr 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...
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