Bajaj Capital - Wealth Manager/Senior Wealth Manager - LaPremier

Location : Delhi/NCR, Bangalore, Kolkata,Hyderabad

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.

Web Link : http://www.bajajcapital.com/

Job description of Senior/ Wealth Manager La Premier

Company : Bajaj Capital Ltd.

Work Experience : 1 Years to 5 years

Department : LaPremier

Salary : 4 Lac to 8 Lac + Bonus + Incentive + Reimbursement of mobile and convince

Reporting : Unit head

Employee Type : Sales + Portfolio Management

Status : Full Time / On Roll

Qualification : Graduation or MBA

Industry Type : Financial Services

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

Profile Comprehension & Required Skills :

- To do the entire portfolio analysis of your clients.

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

- Managing and improving relationship values with existing HNI & Ultra HNI client's.

- Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products.

- Formulating strategies to expand the HNI & Ultra HNI client's base.

- Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company.

- 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.

- Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc.

Solutions :

- Mutual Funds (MF) (mandatory knowledge)

- Life Insurance (LI)

- General insurance (GI)

- Health Insurance

- Fixed Deposits (FD)

- Liability Products

- CPOF

- FMPS

- Real Estate

- SIP

- Golds

- Bonds

Why you should join us :

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

- Excellent and diverse future career growth opportunities.

- In this Wealth Profile, you will only be dealing with the HNI and Ultra HNI Client.

- Secured working environment.

- 2+ years old reputed and trusted firm with huge client base.

- Training of candidates based on the need analysis with be provided.

Note - Interested candidate can Can Contact 9717965629. Contact us Before 31 January 2017

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