Wealth Manager

Bajaj capital

1 - 7 Years
100 Openings
1.0 - 6.0 Lac/Yr
Bangalore
+4 Mumbai, Chennai, Delhi, Greater Hyderabad
Face-to-Face interview

Key Skills

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales

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Job Description

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

About Bajaj capital

BajajCapital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. Here is a glimpse of our journey through the years.