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 workplace.

📌 Cluster Manager - Wealth Management (Kolkata)
🏢 Bajaj Finance
📍 Kolkata