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.
Positive understanding of financial markets and investment products.
Ability to explain complex concepts in a easy, client-friendly manner.
High ownership mindset with strong ethical standards.
Self-driven, target-oriented, and comfortable working in a performance-led workplace.

📌 Manager Wealth Management Hyderabad
🏢 Bajaj Finance
📍 Hyderabad