Urgent Opening- Unit Head- AVP/VP- Wealth Management
3 days ago
Job Title: Wealth Manager – Unit Head (AVP/VP)
Company: Bajaj Capital Ltd
Location: Hyderabad, Bangalore & Chennai
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
Join Bajaj Capital Ltd to lead a high-impact wealth advisory team, shape financial
futures, and contribute to our legacy of trust and excellence.
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