Wealth Head

Company Description

Bajaj Capital Ltd. is a trusted financial services company with over 60 years of experience helping clients protect and grow their wealth. We are committed to providing need-based financial solutions, building lifetime client relationships, and ensuring value through high-quality mentorship and research. Our diverse range of financial products caters to various investment needs, ensuring safe and secure options for our clients. Dedicated to acting in the best interests of our customers, we emphasize creating meaningful financial outcomes and fostering financial security.

Role Description

This is a full-time on-site role for a Wealth Head at our all metro cities..The Wealth Head will lead a team in managing wealth portfolios, providing tailored financial recommendations, and identifying opportunities for investment and financial growth. Responsibilities include strategizing for client acquisition and retention, ensuring compliance with regulations, delivering presentations and insights on financial planning, and fostering client relationships to ensure satisfaction and trust.

Qualifications

• Strong financial acumen and expertise in wealth management and investment strategies
• Proficiency in client acquisition, relationship management, and delivering exceptional client service
• Excellent communication, leadership, and organizational skills
• Experience in compliance management and knowledge of financial regulations
• Proven ability to create and implement strategic plans for portfolio growth
• Sound decision-making and problem-solving skills, with the ability to work in dynamic environments
• Relevant academic qualifications, such as a degree in finance, economics, or a related field
• Prior experience in wealth or investment management roles is preferred