Home
Jobs
Companies
Resume
Bajaj Capital logo

Wealth Manager

4 - 9 years

5 - 10 Lacs

Pune Ahmedabad Mumbai (All Areas)

Posted:2 weeks ago| Platform: Naukri logo

Apply

Skills Required

Mutual Funds Sales Portfolio Management Cross Selling Third Party Products Priority Banking HNI Acquisition HNI Client Handling NISM Wealth Management HNI Sales Investment Advisory Preferred Banking Branch Banking Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . 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. Preferred candidate profile

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

Practice Video Interview with JobPe AI

Start Mutual Funds Sales Interview Now

My Connections Bajaj Capital

Download Chrome Extension (See your connection in the Bajaj Capital )

chrome image
Download 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

Sharekhan logo

Wealth Manager

Sharekhan

Bengaluru

Nuvama Wealth logo

Wealth Manager

Nuvama Wealth

Kolkata, West Bengal, India

QuickTurtle logo

Wealth Manager

QuickTurtle

Mumbai

Creative Hands HR logo

Wealth Manager

Creative Hands HR

Chennai

QuickTurtle logo

Wealth Manager

QuickTurtle

Chandigarh, Hyderabad, Bengaluru

QuickTurtle logo

Wealth Manager

QuickTurtle

Thane, Hyderabad, Bengaluru

Ocean Finvest logo

Wealth Manager

Ocean Finvest

Bhopal, Madhya Pradesh, India

Eureka Stock & Share Broking Services Ltd logo

Wealth Manager

Eureka Stock & Share Broking Services Ltd

Kolkata metropolitan area, West Bengal, India

Zetheta Algorithms Private Limited logo

Wealth Manager

Zetheta Algorithms Private Limited

India

Wealth Manager

Brainwire Analytics

Bengaluru