Wealth Manager| Walk in Drive| Bajaj Capital| Delhi – Job vacancy result

Desctipion

Time & Venue

13th November – 16th November , 10 AM onwards

Novus Tower(East Wing), 1st Floor Opp to Passport office Behind Airtel Building, Udyog Vihar Phase-4, Gurugram.

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.

Work Location: Delhi NCR.
Noida Sector-18
Gurgaon
Nehru Place
Vasant Kunj
Punjabi Bagh

Interested applicants must apply or send there updated resume, shortlisted candidates ll receive a call for a quick telephonic discussion and further to block your calendar.

With Regards,
Saumya Srivastava
Talent Acquisition
saumya.srivastava@ bajajcapital.com
Handheld: +91 7985559228
www.bajajcapital.com