Bajaj Capital - Senior Wealth Relationship Manager - Sales (4-12 yrs)

Company Description :

Bajaj Capital Ltd, located in Delhi, India, is a financial services company with over 60 years of experience in providing need-based solutions to help clients protect and grow their wealth. The company offers a diverse range of financial products and is committed to acting in the best interest of its clients through extensive research and high-quality mentorship.

Role Description :

This is a full-time on-site role for a Senior Wealth Manager at Bajaj Capital Ltd :

As a Senior Wealth Manager, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals and families. You will play a critical role in developing and implementing customized financial plans, investment strategies, and risk management solutions tailored to each client's unique needs and goals.

Key Responsibilities :

- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients. Proactively engage with clients to understand their financial goals, risk tolerance, and investment preferences. Provide exceptional client service, including regular communication, timely responses, and proactive advice.

- Financial Planning and Advisory: Develop comprehensive financial plans, encompassing investment strategies, tax planning, estate planning, retirement planning, and risk management. Conduct in-depth financial analysis and provide customized recommendations. Monitor market trends and economic conditions to identify opportunities and risks.

- Investment Management: Manage a diverse portfolio of investments, including stocks, bonds, mutual funds, and alternative investments. Conduct thorough due diligence on investment opportunities. Monitor and rebalance client portfolios to align with their investment objectives and risk tolerance.

1. Proven track record in wealth management with a minimum of 4 years of experience.

2. Strong understanding of investment principles, portfolio management, and financial planning.

3. Excellent analytical and problem-solving skills.

4. Strong communication and interpersonal skills.

5. Ability to build trust and rapport with high-net-worth clients.

6. Strong leadership and team management skills.

Location: Nehru Place/Gurgaon/Vasant Kunj/Noida