Cluster Manager - Wealth Management

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.