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Urgent Opening- Sr Manager / Chief Manager- Wealth Management

Urgent Opening- Sr Manager / Chief Manager- Wealth Management

Bajaj Capital LtdBangalore Urban, Karnataka, India
6 days ago
Job description

Urgent Opening- Sr Manager / Chief Manager / Wealth Management

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- Hyderabad, Banaglore & Chennai

    Salary- 15 lpa- 25 lpa

    Interested Candidate can mail there resume to

    Gaurav. Singh@bajajcapital.com

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    Sr Manager • Bangalore Urban, Karnataka, India