Manager - Wealth Management

Job description

**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.