Relationship Manager Wealth

# 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