Wealth Manager

Bajaj capital

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goal

Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles

Increase client database by meeting new clients and taking references from the existing ones and

hence build AUM and AUA for the branch

Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line

Update and cross sell products to existing clients and update them about the primary and secondary

market trends

Update self-regarding all schemes, products and solutions by regularly attending trainings

Share regular communications with client regarding information, research and material of the

organization

Conduct regular marketing activities with the regional marketing and product team by showcasing our

products and features and generate leads

• Experience

  1 - 7 Years

• No. of Openings

  100

• Education

  Any Bachelor Degree

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office