Urgent Opening-Sr Manager/ Chief Manager- Wealth Management
2 days ago
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- Mumbai, Pune Kolkata
Salary- 15 lpa- 25 lpa
Interested Candidate can mail there resume to
Gaurav. Singh@bajajcapital.com
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearUrgent 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...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth Management Company: Bajaj Capital Ltd Location: Delhi - NCR/ Mumbai Department: Hyderabad/ Bangalore/ chennai Experience: 7– 12 years Employment Type: Full-Time CTC- 15 - 25 LPA Job Profile: 1. Develop and provide solutions to the client's basis their requirements 2. Conduct timely and regular follow-up...
-
Bengaluru, Karnataka, India Bajaj Capital Ltd Full timeJob Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads...
-
Chief Manager- Wealth Management
6 days ago
Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Chief Manager- Wealth ManagementWe are seeking a skilled and experienced Chief Manager- Wealth Management to join our team. The successful candidate will be responsible for managing client relationships, developing solutions to meet client needs, and increasing revenue through strategic planning.Job Description:The ideal candidate will have a...
