Bajaj Capital - Relationship/Wealth Manager

We take immense pleasure to invite you to join Bajaj Capital Ltd. (Leading Finance Company with 52+ year of industry Experience) with our experienced panel of financial experts & enhance your financial skills in retail, wealth Sector.

Website Link- http://www.bajajcapital.com/

This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow their wealth with multiple solutions.

Roles and Responsibilities :

Following are the broad job description of the current role. Based on your experience and company requirement you will be responsible for some/all of them.

1. Entire portfolio analysis of your clients.

2. Performing need analysis of the Retail, HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.

3. Managing and improving relationship values with existing clientele.

4. Formulating strategies to expand the HNI & Retail client's base.

5. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.

6. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

7. Achieving financial goals of the clients through various product line like LI, MF, FI, GI, etc.

Key requirements :

1. Qualification: Graduation or MBA (Both Can Apply).

2. Experience: 1-7 years.

3. Must have experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.

4. Should be analytical and have problem solving skills.

Why you should join us :

1. Salary will be best in industry based on your experience. Additional bonus and incentives based on individual's, team's or company's performance.

2. Excellent and diverse future career growth opportunities.

3. 52+ years old reputed and trusted firm with huge client base.

4. Training of candidates based on the need analysis will be provided to assist your career growth.

5. Join us if you want to be the part of the team of top wealth managers in the leading financial company.

We are in constant need of talented professionals who has the drive to excel in wealth management. Please contact on 9717965629.

Shrishti Sinha,
Human Resources | Bajaj Capital Ltd.
Bajaj House(5th Floor), 97, Nehru Place, New Delhi-110019
Mobile: 9717965629