Hiring for-Branch Manager-Retail Wealth Management (Affluent)- Chennai

Qualifications

• Wealth Management, Financial Planning, and Investment Advisory skills
• Leadership and Team Management skills
• Sales and Relationship Management skills
• Knowledge of diverse financial products and services
• Excellent communication and interpersonal skills
• Ability to analyze market trends and client needs
• Experience in the financial services industry
• Professional certifications such as CFP or CFA are a plus

Key Responsibilities:

• Client Relationship Management: Establish and maintain strong relationships with corporate clients, including business owners, senior management, and other key decision-makers, understanding their unique financial goals and business objectives.
• Wealth and Investment Solutions: Offer bespoke wealth management services to corporate clients, including managing corporate investment portfolios, cash flow strategies, and tax optimization.
• Business Development: Proactively identify new business opportunities within the corporate sector by networking, referrals, and leveraging existing relationships to acquire new affluent corporate clients.
• Corporate Financial Planning: Provide comprehensive financial solutions for businesses, such as succession planning, employee benefits, retirement plans, and wealth transfer strategies.
• Cross-Functional Collaboration: Work closely with other departments (investment advisory, tax, legal, insurance, etc.) to deliver integrated solutions for corporate clients.
• Market Analysis & Strategy: Stay informed on market trends, corporate finance best practices, and regulatory changes to advise clients on investment opportunities, risk mitigation, and business growth strategies.
• Client Retention & Service Excellence: Ensure the highest levels of client satisfaction by delivering personalized services and consistent value, aimed at fostering long-term relationships.
• Risk Management & Compliance: Ensure adherence to regulatory requirements and company policies to manage risk effectively and maintain client trust.

Please share your resume on sonam.singh@bajajcapital.com