Wealth Manager

3 - 8 years

5 - 10 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title: Wealth Manager

Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management.

Key Responsibilities

  • Manage and strengthen relationships with high-net-worth clients.
  • Understand clients financial goals and provide suitable investment, advisory, and banking solutions.
  • Collaborate with product specialists to deliver comprehensive wealth strategies.
  • Proactively identify new business opportunities and drive portfolio growth.

Qualifications

  • Experience in wealth management, private banking, or financial advisory.
  • Strong communication and client-relationship skills.
  • Solid understanding of investment products i.e. Mutual fund , PMS, AIF , Fixed Deposit and Insurance 

moni.singh@bajajcapital.com

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Bajaj Capital logo
Bajaj Capital

Financial Services

New Delhi

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