Bajaj Capital Ltd
Website:
bajajcapital.com
Job details:
Team Leader – Wealth Management
Role Objective:
Lead and manage a high-performing Wealth Management team responsible for acquiring, managing, and deepening relationships with HNI/UHNI and affluent clients while driving revenue, AUM growth, product penetration, and overall business profitability.
Key Responsibilities
- Lead, coach, and mentor a team of Wealth Relationship Managers to achieve business and revenue objectives.
- Drive acquisition of HNI/affluent clients and strengthen existing client relationships.
- Develop and execute strategies for AUM growth, client retention, cross-selling, and wallet share enhancement.
- Drive business across Mutual Funds, PMS, Insurance, Fixed Deposits, Bonds and other investment products.
- Ensure strong client engagement through need-based investment and wealth solutions.
- Monitor individual and team-level KPIs, productivity, revenue, AUM, and conversion ratios.
- Conduct regular performance reviews and provide structured coaching to team members.
- Build a strong sales pipeline through referrals, market mapping, networking, and client acquisition initiatives.
- Ensure adherence to compliance, KYC, regulatory and internal governance standards.
- Partner with Product, Operations, Risk, Compliance and other stakeholders for seamless client servicing.
- Identify high-potential talent and actively contribute to hiring, onboarding and capability building.
- Prepare business reviews and provide actionable insights to senior management.
Key Competencies
- Wealth Management & Investment Advisory
- HNI/UHNI Client Relationship Management
- Sales & Business Development
- Team Leadership & Performance Management
- AUM & Revenue Growth
- Cross-Selling & Client Acquisition
- Product Knowledge – MF, PMS, Insurance, FD & Bonds
- Market Intelligence & Competitor Mapping
- Coaching & Talent Development
- Strong Commercial Acumen
- Compliance & Risk Orientation
Location- Dellhi & Noida
Experience- 10- 15 yaers
CTC- 25 LPA- 40 LPA
Preference will be given to those ( Who can bring team as well)
Interested Candidate can mail there resume to
Sonam.singh@bajajcapital.com
Click on Apply to know more.