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 recent 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 environment.