Urgent Opening- Vice President

1 week ago

Bengaluru Chennai Hyderabad, India Bajaj Capital Full time ₹ 30,00,000 - ₹ 50,00,000 per year

Job description

Job Title: Vice President - Wealth Management

Company: Bajaj Capital Ltd

Location: Chennai, Bangalore & Hyderabad

Department: Wealth Management

Experience: 1012 years

Employment Type: Full-Time

About Bajaj Capital

Bajaj Capital Ltd is one of Indias 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 (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. Role Roles & responsibilities

Interested Candidate can mail there resume to

Regards

Gaurav Singh

Sr Associate Vice President- Talent Acquisition

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