Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital LtdSalem,Tamil Nadu, IN30+ days ago
Job descriptionExcellent 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 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
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 :
Desired Candidate Profiles
Location- Mumbai & Pune
Salary- 15 lpa- 25 lpa
Interested Candidate can mail there resume to
Gaurav. Singh@bajajcapital.com
Create a job alert for this search
Manager • Salem,Tamil Nadu, IN
Related jobs
Primary contact for the customer regarding technology discussions.Recognized as the escalation point for technical issues for the ECS customer landscape.
Deep understanding of customer landscape and...Show moreLast updated: 9 days ago
- Promoted
- New!
Wealth Manager
Tipsons GroupErode, IN Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD).End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business tar...Show moreLast updated: 2 hours ago
- Promoted
Wealth Manager
Grip InvestSalem,Tamil Nadu, IN Acquire and manage a portfolio of.HNIs / UHNIs, Retail Affluent, and Corporate clients.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PM...Show moreLast updated: 30+ days ago
- Promoted
Private Wealth Management Specialist
TekPillar®Salem,Tamil Nadu, IN Years in Private Wealth Management.Based on current CTC and interview.We are hiring experienced Relationship Managers for our Private Wealth Division.
The ideal candidate will have strong experience...Show moreLast updated: 9 days ago
- Promoted
- New!
Articleship Training
Pierag ConsultingSalem,Tamil Nadu, IN Articleship Opportunity – CA Interns (Business Risk & Accounting Advisory).Both Groups Cleared – CA Intermediate.Are you a driven and detail-oriented CA aspirant looking to gain hands-on experience...Show moreLast updated: 2 hours ago
- Promoted
Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital LtdErode, IN Designation- Sr Manager / Chief Manager / Wealth Management.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on ...Show moreLast updated: 30+ days ago
- Promoted
- New!
Senior Associate / Manager
MHP – A Porsche CompanySalem,Tamil Nadu, IN Senior Associate / Manager- Finance.Your responsibilities will include : .To assist CFO in month end closing financial , accounting & reporting activities.
To coordinate with our external service provi...Show moreLast updated: 2 hours ago
- Promoted
- New!
Associate Director- Talent Development
FlipkartErode, IN We are looking for an experienced and strategic individual to lead a high-priority, enterprise wide initiative focused on Talent Management, Talent Reviews, Succession Planning, Workforce Planning,...Show moreLast updated: 2 hours ago
- Promoted
Portfolio Manager
FionicsErode, IN Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes.Own P&L responsibility and risk management.
Develop and implement quantitative strategies.Proven alpha g...Show moreLast updated: 30+ days ago
- Promoted
Equity Dealer
HDFC securitiesErode, Tamil Nadu, India Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show moreLast updated: 9 days ago
- Promoted
- New!
Manager Partnerships & Alliances
National Road Safety MissionSalem,Tamil Nadu, IN Hiring : Manager – Partnerships & Alliances (2–5 Years).National Road Safety Mission (NRSM).India’s largest structured road-safety education program for children & youth.
Manager – Partnerships & All...Show moreLast updated: 2 hours ago
- Promoted
- New!
Sr. Manager / Manager, Admissions & Outreach
BITSoM - BITS School of ManagementSalem,Tamil Nadu, IN A business school for tomorrow’s leaders in the heart of the business capital of India.That’s who we are : BITSoM, the BITS School of Management.
BITSoM is powered by the spirit of excellence and ent...Show moreLast updated: 1 hour ago
- Promoted
- New!
Head – Training & Employability Skills
Brainware UniversitySalem,Tamil Nadu, IN Head – Training & Employability Skills.Brainware University, Barasat, Kolkata.Training, Corporate Relations, or Employability Development).
At Brainware University, we believe.Training & Employabili...Show moreLast updated: 1 hour ago
- Promoted
Senior Underwriter
FirstsourceSalem,Tamil Nadu, IN Underwriter and Sr Underwriter.Experience required for the Job : 3+ years.Job Location : Mumbai / Chennai / Bangalore / Hyderabad.
Candidate should have total 3+ years of US mortgage.FHLMC, knowledge of G...Show moreLast updated: 30+ days ago
- Promoted
- New!
Head of Recruitment
Talpro India Private LimitedSalem,Tamil Nadu, IN Leading global technology & digital transformation services firm).Bangalore, India (Hybrid work model).Manage a large recruiting team and oversee a hiring budget of approximately ₹1 Crore.You will ...Show moreLast updated: 1 hour ago
- Promoted
Manager – Talent Acquisition
Marks and Spencer Reliance India Private LimitedSalem,Tamil Nadu, IN We are looking for a seasoned talent acquisition professional to manage and deliver end-to-end hiring across business functions, with a strong focus on early careers, innovative sourcing strategies...Show moreLast updated: 30+ days ago
- Promoted
VP - UHNI Engagement
ATRIOS ConsultingErode, IN We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 9 days ago
- Promoted
Hiring for Remote Opportunity- SAP TSM Role
HCLTechSalem,Tamil Nadu, INRemote
- Promoted
Relationship Manager - Large / Mid Corporate
InvoicemartSalem,Tamil Nadu, IN We currently have openings for R.Manager & Client Relationship Manager.Additionally, we are expanding to.TREDS Limited (a group company of Axis Bank).
Receivables of Micro, Small and Medium Enterpri...Show moreLast updated: 30+ days ago