Home
Jobs
Companies
Resume
Bajaj Capital logo

Wealth Manager

3 - 8 years

5 - 10 Lacs

Kolkata, Nagpur, Mumbai (All Areas)

Posted:1 day ago| Platform: Naukri logo

Apply Now

Skills Required

Mutual Funds Sales Portfolio Management Wealth Relationship Manager Key Relationship Manager HNI Acquisition Wealth Manager HNI Client Handling HNI Sales Select Relationship Manager Relationship Manager Ultra Hni PMS AIF Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Dealing with Clients HNI Clients ,Ultra HNI Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. 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. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile : Immediate Joiner

More Jobs at Bajaj Capital

Relationship Manager

Ludhiana

3 - 5 yrs
|

INR 4 - 5 Lacs

Urgent Opening- Relationship Manager/ Sr Relationship Manager

Hyderabad, Vijayawada

1 - 5 yrs
|

INR 3 - 7 Lacs

Urgent Opening- Relationship Manager/ Sr Relationship Manager

Chennai, Bengaluru

1 - 5 yrs
|

INR 3 - 7 Lacs

Urgent Opening- Manager/ Sr Manager- Wealth Management

Delhi NCR, Gurgaon, Noida

3 - 7 yrs
|

INR 7 - 15 Lacs

Urgent Opening- Corporate Wealth Manager- Bajaj Capital Ltd

Chennai, Hyderabad, Kolkata

4 - 8 yrs
|

INR 7 - 15 Lacs

Mock Interview

Boost Confidence & Sharpen Skills

Start Mutual Funds Sales Interview Now
Bajaj Capital
Bajaj Capital
www.bajajcapital.com

Financial Services

New Delhi

501-1000 Employees

119 Jobs

    Key People

  • Tamal Kanti Sadhukhan

    MD & CEO

  • Mitali Bajaj

    Director

RecommendedJobs for You

Wealth Manager

 Anand Rathi Share and Stock Brokers Ltd

Delhi, India

Anand Rathi Share and Stock Brokers Ltd logo

Wealth Manager

 Divine Financial investment

Lucknow

Wealth Manager

 Nuvama Wealth

Mumbai, Maharashtra, India

Nuvama Wealth logo

Wealth Manager

 Divine Financial investment

Lucknow, Uttar Pradesh

Wealth Manager

 Bossberry Learning

Bangalore Rural, Bengaluru

Bossberry Learning logo

Wealth Manager

 WOW Softech

Bengaluru, Delhi / NCR, Mumbai (All Areas)

WOW Softech logo

Wealth Manager

 people power india

Calcutta

Wealth Manager

 Bajaj Capital

Kolkata, Nagpur, Mumbai (All Areas)

Bajaj Capital logo

Wealth Manager

 Alpha Capital

Kolkata

Alpha Capital logo

Wealth Manager

 Ladderup Wealth Management

Mumbai, Mumbai (All Areas)

Ladderup Wealth Management logo