Relationship Manager – Wealth

Company Overview

Bajaj Capital is a leading financial services firm that specializes in wealth management, investment advisory, and financial planning. Recognized for its commitment to exceptional client service, the company focuses on building long-term relationships with clients by offering tailored financial solutions.

Job Summary

The Relationship Manager – Wealth is responsible for acquiring and managing a portfolio of High Net-worth Individual (HNI) and Ultra HNI clients. This role is crucial in driving revenue through cross-selling investment and wealth products, while ensuring high standards of customer service and relationship management contribute to the overall success of Bajaj Capital.

Responsibilities

• Acquire and manage High Net-worth Individual (HNI) and Ultra HNI clients.
• Build long-term relationships through financial advisory and wealth planning.
• Drive revenue through cross-selling of investment and wealth products.
• Understand clients’ financial goals and provide customized investment solutions.
• Maintain and expand portfolio Assets Under Management (AUM) and liability relationships.
• Ensure high standards of customer service and relationship management.
• Achieve monthly and annual business targets.
• Coordinate with product specialists and internal teams for client servicing.
• Stay updated with market trends, financial products, and investment opportunities.

Qualifications

• Minimum 5 – 12 years of experience in Wealth Management, Private Banking, or Investment Advisory.
• Strong experience in client acquisition and relationship management.
• Existing HNI/UHNI client base is preferred.
• Strong understanding of financial and investment products.
• Excellent communication, presentation, and negotiation skills.
• Target-driven and relationship-oriented approach.
• Graduation is mandatory; MBA/PGDM, CFP (Certified Financial Planner), or NISM (National Institute of Securities Markets) certifications are preferred.

Preferred Skills

• Proficiency in financial analysis and investment strategy.
• Familiarity with regulatory compliance in wealth management.
• Ability to work collaboratively with product specialists and teams.

Experience

5 – 12 years of relevant experience in Wealth Management, Private Banking, or Investment Advisory.

Environment

The position offers opportunities across various locations including Delhi, Mumbai, and Ahmedabad, catering to a dynamic and high-energy work environment focused on client engagement and satisfaction.

Salary

Not specified

Growth Opportunities

Not specified

Benefits

Not specified