Wealth manager

Company Description Bajaj Capital Ltd is a leading financial services company in India with over six decades of experience helping individuals and families make informed financial decisions. Since 1964, the company has pioneered financial planning and wealth creation, offering solutions across wealth management, mutual funds, stock broking, retirement planning, insurance, alternate investments, fixed income products, real estate advisory, and estate planning. Bajaj Capital focuses on personalized advice, taking into account each client’s goals, risk profile, and life stage to recommend tailored strategies. With a nationwide presence and a customer-first approach, the company is committed not only to advisory services but also to improving financial awareness through insights, educational content, webinars, and research.
Role Description The Wealth Manager will work on-site in the Greater Delhi Area in a full-time capacity, providing comprehensive financial advisory services to individual and institutional clients. Day-to-day responsibilities include assessing client goals and risk tolerance, developing customized financial plans, and recommending suitable investment, insurance, and retirement solutions. The role involves managing and reviewing client portfolios, monitoring market trends and product performance, and ensuring alignment with clients’ long-term objectives. The Wealth Manager will conduct regular review meetings, prepare reports and proposals, and collaborate with internal teams to deliver integrated wealth management solutions. Building and maintaining strong client relationships, adhering to regulatory and compliance standards, and contributing to business growth through new client acquisition and referrals are key aspects of this role.
Qualifications
Strong expertise in Financial Planning and holistic wealth advisory, with the ability to design tailored financial strategies.
Proficiency in Investment Management and Investments, including portfolio construction, asset allocation, and performance monitoring.
Solid understanding of Finance principles, capital markets, and financial products relevant to retail and HNI clients.
Knowledge of Insurance solutions, including life, health, and general insurance, and their role in risk management.
Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment.
Excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
Comfort with on-site client interactions in the Greater Delhi Area and familiarity with regulatory and compliance requirements in Indian financial services.

Work arrangement
No