Relationship Manager - Wealth

# 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.