Opportunity For Sr/ Wealth Manager
- Bajaj Capital
- 2 - 7 years
- Hyderabad
- 3 years ago
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Job Description
Opportunity for Sr/ Wealth Manager for Hyderabad & Chennai at Bajaj Capital Ltd
Role: Sr. / Wealth Manager
Location: Hyderabad & Chennai
Salary: 5 to 10 LPA
Exp: 2+ Years
Openings: 8+
Job description.
Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market trends
Update self-regarding all schemes, products and solutions by regularly attending trainings
Share regular communications with client regarding information, research and material of the
organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general
insurance, fixed income, mutual funds, etc.
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward
appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well
knowledge of competitors, must provide sound and reliable advice to clients
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
To have the best of the talent in our company.
Thanks!
Gaurav Singh
ga*********h@ba*********l.com
Job Classification
Industry: BankingFunctional Area: Sales & Business Development,
Role Category: BD / Pre Sales
Role: BD / Pre Sales
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in Any Specialization
Doctorate: Any Doctorate
Contact Details:
Company: Bajaj Capital LimitedAddress: 97,,5TH FLOOR,,BAJAJ HOUSE,NEHRU PLACE, NEW DELHI, Delhi, India
Location(s): Hyderabad
Keyskills: regional marketing investment advisory portfolio management wealth management mutual funds cross selling sales finance secondary market life insurance
Bajaj Capital
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...
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