Wealth Manager

Function: Private Wealth Management

Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune

Reporting to: Regional Director – Private Wealth

Employment Type: Full-time

Executive Summary

At Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs, and promoters. As a Private Wealth RM, you will be responsible for managing and growing a high-quality client franchise by delivering holistic wealth advice, curated investment solutions, and a differentiated client experience

This role is ideal for seasoned wealth professionals who enjoy deep client engagement, understand markets, and want to build a long-term advisory career with one of India’s most respected financial services institutions.

Key Accountabilities

Business Growth & Revenue

• Drive AUM growth, revenue, and wallet share through existing client relationships.
• Acquire new clients through referrals, networking, and strategic introductions.
• Achieve defined business, productivity, and engagement metrics.
• Contribute to market initiatives, client events, and thought-leadership forums.

Client Advisory & Relationship Management

• Manage and grow a portfolio of UHNI clients, family offices, and business owners.
• Act as the primary advisor across client investments, financial planning, and wealth structuring needs.
• Conduct regular portfolio reviews, goal-mapping discussions, and market updates.
• Build long-term, trust-based relationships with clients and their families.

Investment Solutions & Product Advisory

• Deliver advisory across a comprehensive suite of wealth solutions, including:

1. Equity & Equity Derivatives
2. Mutual Funds, PMS & AIFs
3. Alternate Assets (Private Equity, Real Estate, Credit, Structured Products)
4. Fixed Income & Bonds
5. Insurance and protection solutions

Governance & Client Suitability

• Ensure all client interactions and recommendations adhere to regulatory guidelines , internal policies, and suitability norms.
• Maintain high standards of documentation, compliance, and ethical conduct.
• Act as a brand ambassador for Bajaj Wealth in the market.

Experience & Qualifications

Professional Experience

• 8–12 years of experience in Private Wealth Management, Wealth Advisory, Private Banking, or Financial Services.
• Proven experience managing UHNI client portfolios with strong relationship depth.
• Track record of consistent AUM growth and revenue delivery.

Educational Background

• Graduate / Postgraduate in Finance, Commerce, Economics, or Management.
• Certifications such as NISM, CFP, CFA (Level I/II).

Skills & Attributes

• Strong client engagement and relationship management skills.
• Sound understanding of financial markets and investment products.
• Ability to simplify complex investment concepts for clients.
• High ownership mindset, integrity, and long-term client orientation.
• Comfortable working in a performance-driven, advisory-led environment.

Why Join Bajaj:

• Trusted Brand: Be part of the Bajaj Group—one of India’s most respected and stable financial services institutions.
• Advisory-Led Model: Focus on long-term wealth creation rather than transactional selling.
• Product Depth: Access a wide spectrum of investment and alternate asset solutions.
• Institutional Scale: Leverage strong platforms, research, and governance frameworks.
• Career Growth: Clear career progression into Senior RM, Market Head, or Specialist roles.

Equal Opportunity Statement

Bajaj Finance is an equal opportunity employer. We value diversity and inclusion and make employment decisions based on merit, capability, and business needs, fostering a respectful and inclusive workplace.