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 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
3–8 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 setting.

📌 Cluster Manager Wealth Management Kolkata
🏢 Bajaj Finance
📍 Kolkata