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Wealth Manager| Walk in Drive| Bajaj Capital| Kolkata

3 - 7 YearsKolkata

Posted: 33 days ago

Job Description

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

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 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 clientele. 

  • Liaison with operations team to resolve queries and revenue generation. 
  • 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: 2 - 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. 

Salary: Best in Industry/Good Hike on Current

Work Location: Kolkata


With Regards,
Anju Laura
HR- Talent Acquisition
Handheld: +91 9599726898
www.bajajcapital.com


Salary: INR 4,00,000 - 8,00,000 P.A.
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:

Desired Candidate Profile

NOTE: Applicants having experience in MF Sales| Advisory | Wealth Management | Portfolio management | Investment advisory Should only apply.


Company Profile

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, among others.

Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.
View Contact Details+
Contact Details

Recruiter Name:Anju Laura

Contact Company:Bajaj Capital Limited

Telephone:9599726898

Reference Id:Wealth Manager Walk-in Drive