Urgent Opening- Manager/ Sr Manager- Wealth ManagementBajaj Capital Ltd • Nadiad, IN

No longer accepting applications

Urgent Opening- Manager / Sr Manager- Wealth Management

Bajaj Capital Ltd • Nadiad, IN

11 hours ago

Job description

Designation- Manager / Sr 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 4 Years to 8 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 10 cr

Location- Delhi, Noida , Gurugarm

Salary- 8 lpa- 12 lpa

Interested candidate can mail there resume to

sonam.singh@bajajcapital.com

Create a job alert for this search

Manager Manager • Nadiad, IN

Related jobs

Relationship Manager – Wealth Management

UpperCrust Wealth Pvt.Ltd. • Vadodara, Gujarat, India

Top 5 Reasons to Build Your Career at UpperCrust Wealth.Biggest Wealth-Management Setup in Vadodara.Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every Major...Show more

Last updated: 6 days ago • Promoted

Affiliate & Retention Manager (iGaming)

Valor.Partners • Ahmedabad, IN

We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show more

Last updated: 12 days ago • Promoted

Nutrition Consultant

Healthify • Nadiad, IN

Language Preferred - Tamil / Kannada / Telugu / Malayalam / Marathi.Monitoring the dietary intake of the clients for the smooth functioning of their program. Prescribing diet according to their requirement...Show more

Last updated: 30+ days ago • Promoted

Talent Acquisition Manager

Early.fit • Nadiad, IN

Earlyfit is a doctor-led, tech-enabled weight loss program built around GLP-1 medications like Wegovy and Mounjaro.We combine prescription care, nutrition, and lifestyle support with smart integrat...Show more

Last updated: 11 hours ago • Promoted • New!

Urgent Opening- Manager / Sr Manager- Wealth Management

Bajaj Capital Ltd • Ahmedabad, IN

Designation- Manager / Sr 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 broadc...Show more

Last updated: 11 hours ago • Promoted • New!

RM IP - Affluent Wealth

KG Engineering & Consultancy • Ahmedabad, Gujarat, India

Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show more

Last updated: 21 days ago • Promoted

Hiring for Remote Opportunity- SAP TSM Role

HCLTech • Ahmedabad, 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 more

Last updated: 21 days ago • Promoted

Branch Manager

Wealthy • Ahmedabad, Gujarat, India

Wealthy is a Fintech wealth management platform that enables professionals to grow wealth for investors.Our platform is used by thousands of partners across the country to focus on their clients, e...Show more

Last updated: 1 day ago • Promoted

Talent Acquisition Manager

Zentoro • Nadiad, IN

For 5+ years, Zentoro has been connecting the right people to the right opportunities across IT & Non-IT sectors in India. Talent Acquisition Manager / HR Manager and Recruiters.Drive end-to-end recru...Show more

Last updated: 30+ days ago • Promoted

Business Development Manager (US Staffing Services)

Integration International Inc. • Anand, IN

Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more

Last updated: 30+ days ago • Promoted

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

Cortex Consultants LLC • Anand, 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 more

Last updated: 6 days ago • Promoted

Sales Business Development

Maximyz Cloud • Nadiad, IN

Hybrid (3 Days Office / 2 Days Work From Home).We are looking for a proactive and driven.Business Development & Sales Intern. The ideal candidate should be confident in communication, comfortable wi...Show more

Last updated: 11 hours ago • Promoted • New!

Associate Account Manager - Recruitment

Brightpath Associates LLC • Nadiad, IN

We are looking for Candidates from 2 year to 8 year of experience • • • • • • •.Please do not apply if you are more than 8+years of exp, will be over qualified. We are looking from only US staffing backgro...Show more

Last updated: 30+ days ago • Promoted

Wealth Management Intern

Zetheta Algorithms Private Limited • Vadodara, IN

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Portfolio Ma...Show more

Last updated: 30+ days ago • Promoted

Sr. Business Development Manager - US Staffing

Recfront • Nadiad, IN

Recfront Talent Advisory helps high growth companies build strong teams across the US, UAE, India and Canada.We specialize in recruitment for technology, consulting and emerging industries, support...Show more

Last updated: 2 days ago • Promoted

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd • Vadodara, Gujarat, 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

Talent Acquisition Manager | FINJO N1141

Omni Recruit Private Limited • Nadiad, IN

Strategic Planning & Organizational Alignment.Actively contribute to the formulation of team objectives aligned with organizational goals. Ensure strategic workforce planning through effective co...Show more

Last updated: 11 hours ago • Promoted • New!

Product Development Manager – Recruitment Software (External Consultant)

Executive Tracks Associates Pvt. Ltd. (ETA) • Nadiad, IN

Product Development Manager – Recruitment Software (External Consultant).Duration : Contract-based-Flexible.Experience : Minimum 8+ years in Recruitment Software / RMS Product Development.Recruitment...Show more

Last updated: 4 days ago • Promoted