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Investment Advisor/ Wealth Manager

Bajaj Capital Limited
1 - 6 yrs
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2,50,000 - 7,50,000 P.A. Openings: 5 Posted 29 days ago Job Applicants: 134 Job Views: 511

Job Description

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    Designation: Relationship Manager

    Qualification: Any Graduate/ MBA/ CFP/ CWM/ NISM- VA

    Exp : Minimum 1yrs

    Job Location : Branches Across Mumbai (Western/ Central/ Navi Mumbai)

    Job Description:
    • Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), Fixed Deposits (FD), Bonds.
    • Managing given book size of clients and increasing the same
    • Generating cross-sell revenue and doing financial planning by wealth management.
    • End to End Client Relationship Management - advising as per risk profile of the client.
    • Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage.
    • Sales and Distribution of Mutual Funds, Corporate FDs Term and Health Insurance, PMS, etc

    For further clarity on role, suitable candidate can connect on 022-40099999- 12. OR Write us at

    Suitable candidate can walk in for interview
    Bajaj Capital Ltd.
    Solitaire Corporate Park,
    Bldg no 9,4th Flr,
    Andheri-Kurla Road,
    Chakala,Andheri (East)

    Concern Person : Reshma Mendon - Asst. Manager- HR

Salary: INR 2,50,000 - 7,50,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Sales , Retail , Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above


UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

Bajaj Capital Limited

Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others.

Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.
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Reshma Assistant Manager Bajaj Capital Mumbai

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