Manager - Wealth Management

Job Purpose

At Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.
This role is ideal for professionals who enjoy client engagement, understand markets, and want to build a rewarding career in Wealth Managemen

Duties and Responsibilities

Business Growth Revenue

• Drive AUM growth, cross-sell, and revenue generation through existing and new client relationships.
• Acquire new clients through referrals, networking, and targeted outreach.
• Achieve defined business and productivity targets.
  Market Engagement Knowledge
• Stay updated on market trends, product developments, and investment opportunities.
• Participate in investor awareness sessions, client events, and market discussions.
  Advisory Investment Solutions
• Understand client goals, risk appetite, and financial needs to recommend suitable investment solutions.
• Offer advisory across:
  a)Mutual Funds Fixed Income
  b)Broking Insurance
  c)Structured Products Alternate Assets
• Conduct regular portfolio reviews and market updates with clients.
  Client Relationship Management
• Build, manage, and grow long-term relationships with HNI and affluent clients.
• Act as the primary point of contact for clients across investments, portfolio reviews, and service needs.
• Deliver a high-quality, personalized client experience at every touchpoint.
  Compliance Governance
• Ensure all activities are conducted in line with regulatory guidelines, internal policies, and suitability norms.
• Maintain accurate documentation and client records.

Required Qualifications and Experience

Experience Qualifications
Educational Background

• 38 years of experience in Relationship Wealth Management, Broking, or Financial Advisory.
• Graduate / Postgraduate in Finance, Commerce, Economics, or a related field.
• NISM IRDA mandatory.
  Skills Attributes
• Strong client relationship and communication skills.
• Good understanding of financial markets and investment products.
• Ability to explain complex concepts in a simple, client-friendly manner.
• High ownership mindset with strong ethical standards.
• Self-driven, target-oriented, and comfortable working in a performance-led environment.