Wealth Manager/ Sr. Wealth Manager- Bangalore
- Bajaj Capital
- 2 - 7 years
- Hyderabad
- 10 months ago
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Job Description
Roles and Responsibilities
Provide and develop solutions and suggest schemes to clients basis their
requirements and goal
- Conducting sales calling & timely and regular follow ups with the leads and tag them
on broadcasts and new articles
- Increase client database for Mutual Funds, Insurance, PMS, AIF,
Bonds & Fixed Deposits 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
Knowledge:
- Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds, etc.
- Wealth/ Portfolio Management understand client portfolio in terms of their risk and
reward appetite and assist them to achieve their financial goals
- Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice to
clients
Desired Candidate Profile
- Communication Skills: Should have excellent communicating and listening skills, ability to
explain complex information clearly and in a simplified manner.
- Should be a confident individual and must conduct and present themselves well in
front of client
- Analytical Skills: Is able to analyse the requirement of the clients basis their financial
goals and have strong logical and numerical ability
- Work to achieve targets: Has ability to deal with stress and follow procedures. Has
good emotional stability and conscientiousness when dealing with achieving targets.
- Should always identify opportunities for greater profit
- Compliance: follows the guidelines and compliance needs and be closely monitored
and response to any request for documentation
- To have the best of the talent in our company
Location: Bangalore & Hyderabad
Interested candidate may share their resume at ga*********h@ba*********l.com
Job Classification
Industry: Financial Services (Broking)Functional Area:
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: Any Postgraduate
Doctorate: Doctorate Not Required
Contact Details:
Company: Bajaj CapitalLocation(s): Hyderabad
Keyskills: investment advisory wealth management portfolio management mutual funds
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Bajaj Capital
Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...
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