BajajCapital - Premier Wealth Manager

DesignationManager/ Sr ManagerWealth Management.

Job Profile:.

- Develop and provide solutions to the client's basis their requirements.

- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles.

- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM.

- Initiate portfolio review of the existing investors in a timely manner.

- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends.

- Share regular updates with the investors with regards to the schemes, research papers, etc.

- Conduct regular marketing activities in coordination with the regional marketing team and product team.

Must Haves:.

- Excellent socializing and relation building skills.

- 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.

- Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability.

- 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.

- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation.

Desired Candidate Profile:.

- Candidate Should have minimum 6 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory.

- Possession of requisite certifications will be an added advantage.

- Should have exposure in all Wealth Instruments viz. , Insurance, FD, Mutual Fund, PMS, AIF etc.