Wealth Manager _Bajaj Capital _Kolkata

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Wealth Manager _Bajaj Capital _Kolkata

Bajaj Capital
5 - 10 years
Kolkata
8 months ago
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Job Description

Role & responsibilities

Handling HNI Clients

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

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Kolkata

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Keyskills: Mutual Funds Sales Portfolio Management Private Banking Mutual Funds Client Acquisition Priority Banking HNI Acquisition HNI Client Handling Wealth Management HNI Sales Aum Portfolio Ultra Hni PMS Investment Advisory Branch Banking Aif Investment Products

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₹ 10-20 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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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...

Wealth Manager _Bajaj Capital _Kolkata

Home > BFSI, Investments & Trading - Other