Premier Wealth Manager (Bengaluru)

Premier Wealth Manager (Bengaluru)

06 Sep
|
Bajaj Life
|
Bengaluru

06 Sep

Bajaj Life

Bengaluru

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurers, offering a wide portfolio of solutions including ULIPs, term insurance, retirement, and child plans to support long-term financial security and life goals. Serving over 3.47 crore policyholders with an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company demonstrates solid financial stability and customer trust. Bajaj Life combines innovative products such as zero-allocation-charge ULIPs, specialized term plans, and flexible income solutions with a highly accessible WhatsApp service platform and extensive distribution network of branches, consultants, and bank partners. With 27K+ employees and multiple awards as a top employer and digital innovator, Bajaj Life fosters a collaborative, future-focused workplace. Applicants join a customer-first organization recognized as a Great Place to Work and a leading brand in India’s insurance sector.
Role Description The Premier Wealth Manager is a full-time, on-site role based in Mumbai,



responsible for providing comprehensive wealth management and insurance solutions to affluent and high-net-worth clients. Day-to-day responsibilities include analyzing clients’ financial goals, designing customized financial plans, and recommending suitable investment and insurance products aligned with risk profiles and long-term objectives. The role involves regular portfolio reviews, monitoring market developments, and adjusting strategies to optimize returns and ensure adequate protection. The Premier Wealth Manager will build and maintain strong client relationships, conduct in-person meetings, collaborate with internal product and underwriting teams, and ensure adherence to regulatory and company compliance standards. This position also requires proactive business development, including identifying new prospects, participating in client events, and contributing to the growth of Bajaj Life’s premier cust

📌 Premier Wealth Manager (Bengaluru)
🏢 Bajaj Life
📍 Bengaluru

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