1. Work on entire portfolio analysis, 360-degree wealth management, and perform need analysis of your HNI, Ultra HNI, and retail clients' requirement
2. Maintain long-term relationships with existing/new clients so as to increase the revenue base for the company
3. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling, and requirements basically through the financial planning process
4. Achieve the financial goals of the clients through various product lines like LI, MF, FI, GI, and other liabilities products
5. Formulate strategies to expand the HNI & retail client base
Key requirements:
1. Qualification: Graduation or MBA (both can apply)
2. Experience: 1-8 years
3. Must have 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, CPOF, FMPS, real estate, SIP, golds, and bonds
4. Candidates who are from finance background and have a fair knowledge of financial products
Why you should join us :
1. Salary will be best in the industry based on your experience
2. Additional bonuses and incentives based on individual's, team's, or company's performance
3. Excellent and diverse future career growth opportunities
4. 52+ years old reputed and trusted firm with a huge client base
5. Training of candidates based on the need analysis will be provided to assist your career growth
6. Join us if you want to be part of the team of top wealth managers in the leading financial company
Established in 1964, Bajaj Capital Limited (SEBI-approved Category I Merchant Bankers) is one of India's premier investment services firms, offering personalized services to individual investors, non-resident Indians (NRIs), and clients with high net worths, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, and fixed-income products offered by reputed public, private, and government organizations.
For 52 years, Bajaj Capital has been helping millions of individual clients (approx 3.5 lacs families) creating and protecting the wealth with over 200 branches in more than 100 cities. It has a strong team of 1,500 qualified and experienced professionals to back the investor services.
