Urgent Opening- Sr Manager/ Chief Manager- Wealth ManagementBajaj Capital Ltd • Kozhikode, IN
No longer accepting applications
Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital Ltd • Kozhikode, IN
30+ 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 • Kozhikode, 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 more
Senior Associate / Manager
MHP – A Porsche Company • malappuram, kerala, in
Senior Associate / Manager- Finance and take ownership of Finance and Accounting.Your responsibilities will include : .To assist CFO in month end closing financial , accounting & reporting activities....Show more
Last updated: 18 hours ago • Promoted • New!
Sr. Recruitment Specialist
Maven Workforce Inc. • malappuram, kerala, in
The role involves managing the full recruitment life cycle, and ensuring timely delivery of top-quality talent across multiple functions and regions.
Partner with business and hiring managers to.Lin...Show more
Last updated: 18 hours ago • Promoted • New!
Wealth Manager
Tipsons Group • malappuram, kerala, 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 more
Last updated: 18 hours ago • Promoted • New!
Chief Of Staff - Sales
Whatfix • kozhikode, kerala, in
Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP).
Whatfix empowers companies to maxi...Show more
Last updated: 30+ days ago • Promoted
Partnership And Alliances Executive
LARK FINSERV- THE LAS COMPANY • kozhikode, kerala, in
Lark Finserv is building the digital backbone for Loan Against Mutual Funds (LAMF) in India.We work with wealth platforms, stock brokers, MFDs, fintechs & investment apps to enable instant liquidit...Show more
Last updated: 2 days ago • Promoted
Sr. Manager / Manager, Admissions & Outreach
BITSoM - BITS School of Management • kozhikode, kerala, 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 more
Last updated: 18 hours ago • Promoted • New!
Private Wealth Management Specialist
TekPillar® • kozhikode, kerala, 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 more
Last updated: 9 days ago • Promoted
Manager Partnerships & Alliances
National Road Safety Mission • Malappuram, 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 more
Last updated: 18 hours ago • Promoted • New!
VP - UHNI Engagement
ATRIOS Consulting • Malappuram, 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 more
Last updated: 10 days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kozhikode, Kerala, India
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 more
Last updated: 30+ days ago • Promoted
Relationship Manager
AAA Global • malappuram, kerala, in
Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
Last updated: 4 days ago • Promoted
Associate Director- Talent Development
Flipkart • kozhikode, kerala, 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 more
Last updated: 10 hours ago • Promoted • New!
Senior Board Advisor
Transjovan Capital Advisors LLP • kozhikode, kerala, in
Position : Senior Board Advisor.Assist in the origination and execution of M&A and Strategy consulting assignments with top global and Indian Corporates, covering the following areas : .Must have had ...Show more
Last updated: 9 days ago • Promoted
Assistant Manager - Corporate Sales (Salary Rs 30,000 / Month + Incentives)
factori.com • kozhikode, kerala, in
Job Description for the role of Asst Manager – Corporate Sales.Sushine Exports Private Limited, where we bridge the gap between global businesses and India's rich manufacturing prowess.We are not j...Show more
Last updated: 18 hours ago • Promoted • New!
Wealth Manager
Grip Invest • malappuram, kerala, 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 more
Last updated: 30+ days ago • Promoted
Hiring for Remote Opportunity- SAP TSM Role
HCLTech • Malappuram, IN
Remote
Last updated: 10 days ago • Promoted
Head of Recruitment
Talpro India Private Limited • malappuram, kerala, in
Confidential (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 C...Show more
Last updated: 10 hours ago • Promoted • New!
Relationship Manager - Large / Mid Corporate
Invoicemart • kozhikode, kerala, 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 more
Last updated: 30+ days ago • Promoted