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 ManagemenDuties and Responsibilities
Business Growth & Revenue
• Drive AUM growth, cross-sell, and revenue generation through existing and new client relationships.
• Acquire recent 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

📌 Cluster Manager (Kolkata)
🏢 Bajaj Finance
📍 Kolkata