Wealth Manager

Executive Summary 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 Management Key Accountabilities 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: Mutual Funds & Fixed Income Broking & Insurance 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. 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 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 Equal Opportunity Statement Bajaj Finance is an equal opportunity employer committed to diversity and inclusion, making employment decisions based on merit, fostering a respectful workplace, and encouraging diverse talent to grow and lead.