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Bajaj Capital Ltd

Manager Wealth Management

Bajaj Capital Ltd

Posted

3 weeks ago

Delhi

Onsite

INR 60K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Manager/Sr Manager of Wealth Management at Bajaj Capital Ltd is responsible for leading client engagements and managing investment portfolios. The role requires strong financial acumen and experience in client relationship management. Candidates should have a mid-level experience in finance, particularly in wealth management. The position is located in Delhi and is a full-time on-site role. Competitive salary and growth opportunities are available.

About Company

Bajaj Capital Ltd is a leading financial services company specializing in wealth management, investment planning, and financial advisory services.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Experience in wealth management
  • Strong analytical skills
  • Excellent communication skills
  • Client relationship management experience

Responsibilities

  • Manage client portfolios and investment strategies
  • Conduct financial analysis and market research
  • Develop and maintain client relationships
  • Deliver personalized financial advice to clients
  • Lead a team of financial advisors
  • Achieve sales and revenue targets
  • Provide training and support to junior staff

Must Have skills

Financial analysisClient managementInvestment planningSales strategiesLeadership

Nice To Have Skills

Financial certificationsMarket researchCommunicationProblem solvingNegotiation

Tools Knowledge Requried

CRM SoftwareFinancial SoftwareMicrosoft ExcelInvestment PlatformsPresentation Tools

Job Keywords

Wealth ManagementInvestment StrategiesFinancial AdvisoryClient RelationshipsPortfolio Management

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