No longer accepting applications

Urgent Opening- Sr Manager / Chief Manager- Wealth Management

Bajaj Capital Ltdpalakkad, India

5 days ago

Job description

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- Bangalore, Hyderabad & Chennai

Salary- 15 lpa- 25 lpa

Interested Candidate can mail there resume to

Gaurav.

Create a job alert for this search

Manager • palakkad, India

Related jobs

Promoted

Private Banker - Wealth Management (Coimbatore)

ConfidentialCoimbatore, India

Customer Acquisition Minimum of 1 Cr.Cr and above investable surplus.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.Manage Private Wealth, ...Show moreLast updated: 10 days ago

Promoted
New!

CEO's Office - Strategic Finance & Operations

BiteSpeedThrissur, IN

Chief of Staff - Strategic Finance & Operations.AI-native Marketing, Support & Sales suite for.Sequoia Capital India, Kunal Shah, Gaurav Munjal & more backing us. Check out more about us here -.We’v...Show moreLast updated: 5 hours ago

Promoted
New!

Sr. Business Development Manager ( BDM)

High Creation InteriorPalakkad, IN

We are seeking an experienced Sr.Business Development Manager (BDM) to lead sales team in driving revenue growth, expanding our customer base, and promoting our interior Company.The successful cand...Show moreLast updated: 5 hours ago

Promoted

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdThrissur, IN

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago

Promoted
New!

Manager / Sr. Manager - Campus Hiring

Seven N HalfThrissur, IN

Are you passionate about shaping the next generation of talent? We're looking for a Campus Hiring Lead to drive end-to-end campus recruitment and employer branding for a leading conglomerate.Lead c...Show moreLast updated: 5 hours ago

Promoted
New!

Assistant Manager Recruitment

Cyrix Healthcare Private LimitedKerala, India

About CYRIX Healthcare Pvt Ltd.With a strong team of 1200 skilled medtech engineers and technicians, we aim to fulfil our vision of Ensuring Healthy Healthcare Technologies for a Healthier World.Wi...Show moreLast updated: 20 hours ago

Promoted

Associate Manager

ConfidentialCoimbatore, India

Acquisition of CASA & liabilities a / c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs). Responsible for implementing sale...Show moreLast updated: 20 days ago

Promoted
New!

Opening for Account & Finance Manager

Parity Cube Pvt. Ltd.Coimbatore, IN

India, renowned for innovative solutions and growing user-focused platforms.Our flagship platforms include DesiDime.Together, our platforms provide value to both users and merchants, delivering ins...Show moreLast updated: 5 hours ago

Promoted

Onboarding Specialist

Flexi Roundtables : Top 1% LeadersCoimbatore, IN

Job Description : Onboarding Specialist – Flexi Roundtables.Hyderabad / Bengaluru / Mumbai.Flexi Roundtables – Top 1% Leaders. Full-time, High-Intensity Execution Role.Flexi Roundtables is India’s fa...Show moreLast updated: 5 days ago

Promoted

Business Development Role - Rating

SNG Talent Solutions Private LimitedKerala, India

Marketing of rating products - Marketing of rating products to corporate / banks at senior level ( CFO or promoters / owners...Show moreLast updated: 30+ days ago

Promoted

Acquisition Manager

Motilal Oswal Financial Services LtdPalakkad, IN

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from...Show moreLast updated: 6 days ago

Promoted

Business Development- Distribution Corporate tie up NDs, and Banks

Talent Leads HR Solutions Pvt LtdPalakkad, IN

AMC or Mutual Fund client is looking out.Reports to (Position) : SVP & Head – Business Development.Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups.Manag...Show moreLast updated: 16 days ago

Promoted

Muthoottu Mini - Training Manager - Microfinance

MUTHOOTTU MINI FINANCIERS LIMITEDKerala, India

Description : Immediate Hiring : Training Manager Microfinance.Location : Head Office Kaloor, Kochi.Company : Muthoottu Mini Financiers Ltd....Show moreLast updated: 10 days ago

Promoted

Entri - Curriculum Manager

EntriCoimbatore, India

Key Responsibilities : Category Leadership : - Lead the Impact Team for the category, taking complete ownership of performance and impact metrics while ensur...Show moreLast updated: 22 days ago

Promoted

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdThrissur, IN

Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Location : Delhi / NCR ( Noida, Gurugram & Gaziyabad). Functional Area : BFSI, Investments & Trading.Employmen...Show moreLast updated: 15 days ago

Promoted

Chief of Staff Associate

Magma Digital VenturesCoimbatore, IN

Work is changing at a pace we’ve never seen before.As AI and new technologies reset entire industries, the real edge for companies and individuals is the ability to learn, adapt, and upgrade skills...Show moreLast updated: 1 day ago

Promoted

Hiring for Remote Opportunity- SAP TSM Role

HCLTechPalakkad, IN

Remote

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: 16 days ago

Promoted
New!

Business Development Manager - US Staffing (B1 visa in 1 year)

Cortex Consultants LLCPalakkad, IN

Cortex Consultants LLC is a global workforce solutions provider and trusted partner in offshoring and staffing services.With over 15 years of experience, Cortex specializes in technology staffing a...Show moreLast updated: 21 hours ago