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 • 3–8 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.