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110 Bajaj Capital Jobs
Wealth Manager_AUM
7-12 years
₹ 15L/yr - 25L/yr
Kolkata, Delhi/Ncr, Mumbai
1 vacancy
Wealth Manager_AUM
Bajaj Capital
posted 1 week ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Role & responsibilities
⦁ Dealing with Ultr HNi /HNI Clients
⦁ Cross Sell the products Mutual Fund ,PMS,AIF .
⦁ 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
Preferred candidate profile
Employment Type: Full Time, Permanent
Read full job description
What people at Bajaj Capital are saying
Rating based on 25 Wealth Manager
reviews
Anonymous · BFSI, Investments & Trading
in Gurgaon / Gurugram
Likes
Helpful Management
- Salary - Good
+6 more
Dislikes
Nothing all good as an intern
Wealth Manager salary at Bajaj Capital
reported by
111
employees
₹3
L/yr - ₹9
L/yr
17%
less
than the average Wealth Manager Salary in India
View more details
What Bajaj Capital employees are saying about work life
based on 1.3k employees
Strict timing
Monday to Saturday
Within city
Day Shift
Bajaj Capital Benefits
Submitted by Company
Your Health Matters Opportunity To Upskill Compensation & Recognition Open-Door Policy
Submitted by Employees
Job Training 
Health Insurance 
Soft Skill Training 
Team Outings 
Education Assistance 
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Bajaj Capital New Delhi Office Locations
New Delhi Office
Headquarter
Bajaj Capital Ltd., 5th Floor,Bajaj House, 97, Nehru Place
New Delhi
Delhi 110019
Delhi 110019
New Delhi Office
Bajaj Capital, Bajaj House, 97, Nehru Place Pedestrian Subway, Nehru Place
New Delhi
Delhi 110019
Delhi 110019
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