Location Name:
MG Road Gurgaon

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 current 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.

Required Qualifications And Experience
Experience & Qualifications

Educational Background
- 3–8 years of experience in Relationship & Wealth Management, Broking, or Financial Advisory.
- Graduate / Postgraduate in Fin

📌 Deputy Area Manager (Gurugram)
🏢 Bajaj FinServ
📍 Gurugram