Wealth Manager

Bajaj Capital

Role: Wealth Manager / Sr Wealth Manager

Job Description:

Refer job description.

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop

solutions 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

Knowledge:

Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general

insurance, fixed income, mutual funds, etc.

Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward

appetite and assist them to achieve their financial goals

Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well

knowledge of competitors, must provide sound and reliable advice to clients

Skills:

Social/Interpersonal Skills: have excellent socializing and relation building skills.

Communication Skills: have 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

Analytical Skills: Is able to analyse the requirement of t

• Experience

  2 - 8 Years

• No. of Openings

  69

• Education

  Post Graduate Diploma

• 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