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Urgent Hiring For Wealth Manager-Sales Role For Kolkata @ Bajaj Capital

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 Urgent Hiring For Wealth Manager-Sales Role For Kolkata

Job Description

Key Responsibilities:


Client Relationship Management
Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.

  • Wealth & Investment Solutions
    Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.
  • Strategic Business Development
    Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.
  • Corporate Financial Planning
    Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.
  • Cross-Functional Collaboration
    Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.
  • Market Intelligence & Advisory
    Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.
  • Client Retention & Service Excellence
    Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.
  • Risk Management & Compliance
    Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Kolkata

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Keyskills:   Investment Products Wealth Management HNI Client Handling

 Fraud Alert to job seekers!

₹ 6-12 Lacs P.A

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Bajaj Capital

https://www.bajajcapital.com/