Urgent Opening- Sr Manager/ Chief Manager/ Avp- Wealth @ Bajaj Capital

Job Description

Job description

Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management

Job Profile:

1. Develop and provide solutions to the clients basis their requirements
2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
4. Initiate portfolio review of the existing investors in a timely manner
5. Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
6. Share regular updates with the investors with regards to the schemes, research papers, etc.
7. Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

1. Excellent socializing and relation building skills.
2. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
3. Should be a confident individual and must conduct and present themselves well in front of client
4. Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
5. Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
6. Should always identify opportunities for greater profit
7. Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profiles

1. Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
2. Possession of requisite certifications will be an added advantage
3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
4. Should have a proven track record of AUM generation.
5. Aum size minimum 30 cr

Location- Delhi/NCR, Noida, Gurgaon

Salary- 15 lpa- 25 lpa

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   Private Wealth Private Wealth Management Private Banking Investment Advisory