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Urgent Opening- Manager/ Sr Manager- Wealth Management

Bajaj Capital LtdWest BengalIndiaPosted 25 Mar 2026

Why This Role Stands Out

This hybrid role at Bajaj Capital Ltd offers a fantastic opportunity to grow your career in wealth management with a highly competitive salary, where you'll leverage your strong client relationship skills to expand the business and provide expert financial solutions. If you are a confident and analytical professional with a passion for financial markets and client success, this position is an excellent next step for you. Apply today to join a reputable firm and make a significant impact!

Quick Overview

Salary
€800k - €1200k/yr
Work Type
Hybrid
Schedule
Full Time
Level
Mid Senior

Job Description

Designation- Manager/ Sr Manager- Wealth Management

Job Profile:


  • Develop and provide solutions to the client's basis their requirements
  • Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
  • Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
  • Initiate portfolio review of the existing investors in a timely manner
  • Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
  • Share regular updates with the investors with regards to the schemes, research papers, etc.
  • Conduct regular marketing activities in coordination with the regional marketing team and product team


Must Haves:


  • Excellent socializing and relation building skills.
  • Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  • Should be a confident individual and must conduct and present themselves well in front of client
  • Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability
  • Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
  • Should always identify opportunities for greater profit
  • Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation


Desired Candidate Profiles

  • Candidate Should have a minimum 3 - 6 years of experience in Wealth Management, Financial Planning & Investment Advisory.
  • Possession of requisite certifications will be an added advantage
  • Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
  • Should have a proven track record of AUM generation.
  • Book size should be minimum 10 cr



Location- Bangaluru, Kolkata, Mumbai


Salary- 8 lpa- 12 lpa


Interested candidate can mail there resume to


Regards

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