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8 Bajaj Capital Senior Manager Jobs

BajajCapital - Senior Manager - Wealth Management (5-7 yrs)

5-7 years

BajajCapital - Senior Manager - Wealth Management (5-7 yrs)

Bajaj Capital

posted 6d ago

Job Description

Client Acquisition and Relationship Management:

- Identify, acquire, and cultivate strong relationships with high-net-worth clients.

- Understand clients' financial goals, risk tolerance, and investment preferences.

- Proactively engage with clients to provide personalized financial advice and solutions.

Portfolio Management:

- Develop and implement customized investment strategies aligned with clients' financial objectives.

- Monitor and rebalance client portfolios to optimize returns and manage risk.

- Stay updated on market trends, economic indicators, and investment opportunities.

Team Leadership and Development:

- Lead and mentor a team of wealth management advisors.

- Recruit, hire, and train new team members.

- Foster a positive and collaborative team culture.

Regulatory Compliance:

- Ensure adherence to all relevant regulatory requirements, including securities laws and fiduciary standards.

- Stay informed about regulatory changes and implement necessary compliance measures.

Business Development:

- Identify and pursue new business opportunities to expand the wealth management business.

- Collaborate with other departments to cross-sell products and services.

Financial Analysis and Reporting:

- Analyze client financial data to identify opportunities and risks.

- Prepare comprehensive financial reports for clients.

Qualifications:

- Master's degree in Finance, Economics, or a related field.

- Advanced degree (CFA, CFP) preferred.

- 5+ years of experience in wealth management or private banking.

- Strong understanding of investment products, including stocks, bonds, mutual funds, and alternative investments.

- Proven track record of client acquisition and retention.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Proficiency in financial analysis and reporting tools


Functional Areas: Other

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People are getting interviews at Bajaj Capital through

(based on 55 Bajaj Capital interviews)
Job Portal
Campus Placement
Walkin
Company Website
Referral
Recruitment Consultant
47%
18%
15%
5%
4%
2%
9% candidates got the interview through other sources.
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What Senior Manager at Bajaj Capital are saying

4.5
 Rating based on 13 Senior Manager reviews

Likes

Good Work Culture

Dislikes

Target link with Your salary they dnt have clients

Read 13 reviews

Senior Manager salary at Bajaj Capital

reported by 41 employees with 3-10 years exp.
₹6.1 L/yr - ₹13.7 L/yr
58% less than the average Senior Manager Salary in India
View more details

What Bajaj Capital employees are saying about work life

based on 1.2k employees
56%
35%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

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
Free Transport +6 more
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Bajaj Capital New Delhi Office Locations

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New Delhi Office
Headquarter
Bajaj Capital Ltd., 5th Floor,Bajaj House, 97, Nehru Place New Delhi
Delhi 110019
New Delhi Office
Bajaj Capital, Bajaj House, 97, Nehru Place Pedestrian Subway, Nehru Place New Delhi
Delhi 110019

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