Relationship Manager – Wealth

Company Overview

Bajaj Capital is a leading financial services firm specializing in wealth management and investment advisory services.

Job Summary

The Relationship Manager – Wealth plays a crucial role in acquiring and managing High Net-worth Individual (HNI) and Ultra HNI clients. This position focuses on building long-term relationships through financial advisory and wealth planning, driving revenue through cross-selling of investment products, and ensuring exceptional customer service.

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

• Knowledge of various financial products including mutual funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and structured products.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively in a team-oriented environment.

Experience

5 – 12 years of relevant experience in wealth management or a related field.

Environment

This role may require working in traditional office settings in major metropolitan areas, including Delhi, Mumbai, and Ahmedabad. The work environment emphasizes a client-focused approach and may involve travel for client meetings.

Salary

Salary information is not specified.

Growth Opportunities

This position offers opportunities for career advancement within the organization as the candidate builds expertise and a strong client base.

Benefits

• Comprehensive health insurance.
• Paid time off and employee wellness programs.
• Potential performance bonuses based on target achievements.
• Opportunities for professional development and training.