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Urgent Opening- Unit Head- AVP / VP- Wealth Management

Urgent Opening- Unit Head- AVP / VP- Wealth Management

ConfidentialHyderabad / Secunderabad, Telangana, India
8 days ago
Job description

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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    Skills Required

    Mutual Funds, Pms, Bonds, Insurance, Aif

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