Urgent Opening- Manager/ Sr Manager- Wealth ManagementBajaj Capital Ltd • jaipur, rajasthan, in

No longer accepting applications

Urgent Opening- Manager / Sr Manager- Wealth Management

Bajaj Capital Ltd • jaipur, rajasthan, in

2 days 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 • jaipur, rajasthan, in

Related jobs

Sr.Sales Excecutive-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations

Confidential • Jaipur, India

Sr Sales Executive-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations.Enhancement of Deposit pool from Customers.Establishing standards and delivery of service. Cross selling targets progress...Show more

Last updated: 27 days ago • Promoted

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

Cortex Consultants LLC • Jaipur, 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: 8 days ago • Promoted

Hiring for Remote Opportunity- SAP TSM Role

HCLTech • Jaipur, 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: 24 days ago • Promoted

Product Development Manager – Recruitment Software (External Consultant)

Executive Tracks Associates Pvt. Ltd. (ETA) • Jaipur, 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: 7 days ago • Promoted

US Staffing Account Manager

Gandiv Insights LLC • Jaipur, IN

Hiring : US Staffing Account Managers (IT / Life Sciences) – Hyderabad or Vizag (Remote / Onsite).Basic Salary + Attractive Commission Structure. High incentives for bringing new accounts and generatin...Show more

Last updated: 1 day ago • Promoted

Senior Manager - Sourcing (Blue Collar Hiring)

Zepto • Jaipur, Rajasthan, India

Zepto is a fast-growing startup that delivers groceries in 10 minutes flat through an optimized network of dark stores that we're building across the country! We’re scaling up rapidly across India ...Show more

Last updated: 8 days ago • Promoted

Talent Acquisition Manager | FINJO N1141

Omni Recruit Private Limited • Jaipur, 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: 2 days ago • Promoted

Talent Acquisition Manager

Zentoro • Jaipur, 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

Recruitment Team Lead

Exasoft • Jaipur, IN

Review and assess CVs and candidate applications against job specifications.Assess the CVs shared by recruiters, and shortlist qualified candidates to be shared to client.Schedule interviews with c...Show more

Last updated: 24 days ago • Promoted

Business Development Partner (Commission-Based)

im24x7 Delta Solutions FZCO • Jaipur, IN

AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show more

Last updated: 18 days ago • Promoted

Remote Sales Closer – Women’s Health & Nutrition (India | Work From Home)

Nutritionist Misha • Jaipur, IN

Remote

AM – 7 : 00 PM IST, Monday to Saturday.Nutritionist Misha is a leading women’s wellness brand specializing in evidence-based nutrition programs designed to improve hormonal health, lifestyle, and wel...Show more

Last updated: 15 days ago • Promoted

Sr. Business Development Manager - US Staffing

Recfront • Jaipur, 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: 4 days ago • Promoted

Private Wealth - Manager / Sr Manager / AVP / VP

Confidential • Jaipur, India

Wealth Manager / Sr Manager / AVP / VP.Locations - Jalandhar , Jaipur , Delhi , Hyderabad , Mumbai ,Bangalore ,Chennai ,Indore ,Kolkata,Ranchi. Responsible for acquiring High Net Worth relationships ...Show more

Last updated: 15 days ago • Promoted

Wealth RM_Banking

Confidential • Jaipur

Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business. Develop, manage, and expand customer relationships by deliverin...Show more

Last updated: 30+ days ago • Promoted

Nutrition Consultant

Healthify • Jaipur, 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

Associate Account Manager - Recruitment

Brightpath Associates LLC • Jaipur, 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

Priority Wealth Manager

Confidential • Jaipur, India

Ensure that all of the above services are delivered with accuracy and warmth.Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed.Recommend ...Show more

Last updated: 27 days ago • Promoted

Affiliate & Retention Manager (iGaming)

Valor.Partners • Jaipur, 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: 14 days ago • Promoted