Area Manager - Wealth Management Senior Area Manager - Wealth Management

Location Name: Kharadi

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.
  
  
  

•  Stay updated on market trends, product developments, and investment opportunities.
•  Participate in investor awareness sessions, client events, and market discussions.
  
  
  

•  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.
  
  
  

•  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.
  
  
  

•  Ensure all activities are conducted in line with regulatory guidelines, internal policies, and suitability norms.
•  Maintain accurate documentation and client records.
  
  
  

•  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.
  
  
  

•  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.