Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
1 week ago
Designation- Sr Manager/ Chief 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 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 client’s 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 Years 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- Kolkata, Bangalore, Chennai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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 the existing investors and thereby building AUMInitiate...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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 the existing investors and thereby building AUMInitiate...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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 the existing investors and thereby building AUMInitiate...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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 the existing investors and thereby building AUMInitiate...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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 the existing investors and thereby building AUMInitiate...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- 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...
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Kolkata, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief 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 building...
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Bengaluru, Kolkata, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLeading Broking Firm Hiring Wealth ManagersACROSS INDIAInterested please connect with MAHEK and drop CV at Locations:Delhi (Connaught Place, Bhikaji ), Noida/ GurgaonBangaloreChennaiHyderabadMumbaiKolkataPuneDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct...
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Manager - Advisor
3 weeks ago
Kolkata, India Motilal Oswal Wealth Management Full timeJob Description Job Summary: Motilal Oswal Wealth Management is seeking a Manager Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering expert advice, supporting decision-making, and ensuring alignment with company objectives and policies. Key Responsibilities: - Provide...
