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Wealth Manager | HNI Client Handling | CTC upto 10 Lac | Pune

4 - 9 YearsPune

Posted: 29 days ago

Job Description

Bajaj Capital, India's Premier Investment Services Company, invites you to our exciting new job openings for Wealth Manager Role.

Web Link: https://www.bajajcapital.com/


The job profile is of Wealth Manager, who will be responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.


Roles and Responsibilities:


The job profile is of Wealth Manager, who will be responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.

Roles and Responsibilities:

Based on your experience and the company's profile you will be responsible for some/all of the following:-

  • Procuring the potential clients through networking, database, market analysis, and references. 
  • Generating cross-sells revenue and doing 360-degree financial planning by wealth management. 
  • Managing and improving relationship values through clienteling. 
  • Liaison with operations team to resolve queries and revenue generation. 
  • Comply with organizational guidelines and norms. 
  • Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process. 
  • Achieving financial goals and maintaining organization brand value. 
Job Specification:

  • Qualification: Graduation or MBA (Both Can Apply). 
  • Experience: 0.6 - 8 years. 
  • Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc. 

Why should you be a part of us:

  • Best leaders form our umbrella brand. 
  • There is No Product specification target, focus area would be in financial Advisory with any products.
  • The company has a huge badge in the industry for over 50 years 
  • Best salaries offered with lucrative incentives & benefits. 
  • Consistent ascend of opportunities and career growth. 
  • Value Proposition for Performers: Instant Monetary Growth subject to achieving the targets.

Work Location: Pune - a)Subhash Nagar, b)Bhandarkar Road 

If Interested kindly reach out

Email :shrishti.sinha@bajajcapital.com
Contact: 7290948990

Shortlisted Candidates ll receive a call for a quick telephonic discussion and further to block your calendar for a personal round of interview.


With Regards,
Shrishti Sinha
Assistant Manager - Talent Acquisition
shrishti.sinha@bajajcapital.com| Handheld: +91-7290948990
www.bajajcapital.com


Salary: INR 2,00,000 - 7,00,000 P.A. Additional Mobile, Conveyance and Incentive structure
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Company Profile

Bajaj Capital Limited
The international college of financial planning (ICFP) is an approved education provider of the CFP Certification education programme of the Financial Planning Standards Board, India. The college is run by a team of professionals. ICFP is a market leader in CFP certification education programme in India with about 3800 students enrolled with it.
The college is a sister concern of Bajaj Capital Ltd a leading name in the financial industry.
View Contact Details+
Contact Details

Recruiter Name:Shrishti Sinha

Contact Company:Bajaj Capital Limited

Telephone:7290948990

Address :97,bajaj House,5th Floor, Nehru Place

Reference Id:Wealth _ Pune

Website:http://careers.bajajcapital.com