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Urgent Opening- Manager/ Sr Manager- Wealth Management

3 - 7 years

7 - 15 Lacs

Posted:2 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description


  • Designation - Manager/ Sr Manager- Wealth Management

  • As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
  • You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
  • You also counsel them on what their short-term and long-term goals are.
  • Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
  • Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
  • Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
  • 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.
  • 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 client.


CTC- 7 Lpa- 15 lpa

Location- Delhi/NCR, Gurgaon, Noida


Interested Candidate can mail there resume to

Gaurav .Singh@bajajcapital.com

Regards

Gaurav Singh

Sr Associate Vice President - Talent Acquisition

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Bajaj Capital

Financial Services

New Delhi

501-1000 Employees

128 Jobs

    Key People

  • Tamal Kanti Sadhukhan

    MD & CEO
  • Mitali Bajaj

    Director

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