Urgent Opening- Sr Manager/ Chief Manager-Wealth Management

17 hours ago

bangalore, 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 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- Bangalore, Hyderabad, Chennai


Salary- 15 lpa- 25 lpa


Interested Candidate can mail there resume to

Gaurav. Singh@bajajcapital.com

  • Wealth Manager

    5 days ago

    bangalore, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    6 days ago

    Bangalore, India equentis Full time

    Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via...

  • Wealth Manager

    5 days ago

    Bangalore, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

  • Wealth Manager

    5 days ago

    bangalore, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth management intern

    11 hours ago

    Bangalore, India Prosperr.io Full time

    About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...

  • Head of Wealth Management

    19 hours ago

    bangalore, India ZIRAYA Full time

    Job Description – Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and...

  • Wealth Management Intern

    6 days ago

    Bangalore, India Prosperr.io Full time € 20,000

    About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...

  • Wealth Management Intern

    5 days ago

    bangalore, India Prosperr.io Full time

    About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

  • Wealth Manager

    5 days ago

    Bangalore Urban, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Private Wealth Manager

    5 days ago

    bangalore, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...