| 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. 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. |
Required Experience:
Manager
Deputy Area Manager Wealth Management • Pune, Maharashtra, India
RESPONSIBILITIES & TASKS:</strong></h3> <ul data-end="1206" data-start="516"> <li data-end="609" data-section-id="1sgahle" data-star... Show more
RESPONSIBILITIES & TASKS:</strong></h3> <ul data-end="1206" data-start="516"> <li data-end="609" data-section-id="1sgahle" data-star... Show more
