Urgent Opening- Vice President - Wealth Management

Job description

Job Title: Vice President - Wealth Management

Company: Bajaj Capital Ltd

Location: Chennai, Bangalore & Hyderabad

Department: Wealth Management

Experience: 1012 years

Employment Type: Full-Time

About Bajaj Capital

Bajaj Capital Ltd is one of Indias most trusted investment services companies, serving

clients for over 60 years with expert financial planning and a wide array of investment and

protection solutions. Our mission is to empower individuals and families to achieve financial

freedom through transparent advice, tailored strategies, and a client-first approach. With a

strong PAN-India presence, we continue to set industry benchmarks in wealth creation and

preservation.

Role Overview

The Wealth Manager Unit Head (VP) is a senior leadership role responsible for

guiding, mentoring, and managing a team of high-performing Wealth Managers across the

assigned location. This position focuses on driving significant growth in Assets Under

Management (AUM) and Assets Under Advice (AUA) by acquiring and managing

HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional

client experiences.

Candidates must have a minimum existing AUM book of 75–100 Cr (across Mutual

Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing

performing team.

Key Responsibilities

Team Leadership & Development

• Lead, mentor, and develop a team of Wealth Managers to achieve and exceed

business targets.

• Align team objectives with organizational goals, ensuring effective communication

with senior leadership.

Business Development & Client Acquisition

• Drive targeted acquisition strategies for HNI and UHNI clients.

• Support team members in closing high-value deals and onboarding marquee clients.

• Achieving of P/L Targets

Client Advisory & Relationship Management

• Deliver tailor-made wealth management solutions across asset classes including

Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.

• Maintain high client engagement through market insights and proactive

recommendations.

Compliance & Governance

• Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well as

internal processes.

Key Skills & Competencies

• Leadership Excellence: Ability to inspire, manage, and retain high-performing

teams.

• Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insurance

products.

• Business Acumen: Proven track record of growing AUM and client portfolios.

• Client Network: Strong HNI/UHNI market presence and ability to bring new

relationships.

Qualifications & Experience

• Graduate/Postgraduate in Finance, Business Administration, or related field

(MBA/CFP/CFA preferred).

• 10–12 years of experience in wealth management/private banking, with at least 3 -

4 years in a leadership role.

• Minimum AUM book of 75–100 Cr (across Mutual Funds, PMS, AIF) is mandatory.

• Preference for candidates capable of bringing along a performing team.

• Demonstrated success in managing large HNI/UHNI portfolios and delivering

consistent business growth.

CTC- 30 LPA- 50 LPA

Join Bajaj Capital Ltd to lead a high-impact wealth advisory team, shape financial

futures, and contribute to our legacy of trust and excellence. Role Roles & responsibilities

Interested Candidate can mail there resume to

Gaurav.Singh@bajajcapital.com

Regards

Gaurav Singh

Sr Associate Vice President- Talent Acquisition