Manager - Wealth Management
Bajaj Finserv Health · Ahmedabad · onsite · Posted 29d ago
About a minute. You'll make an account on the way through.
About this role
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.
Experience & Qualifications
Educational Background
- 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.
Sourced from foundit
Skills
About Bajaj Finserv Health
Bajaj Finserv Health
Internet
1.0k+
employees
2019
7 years old
Pune, Maharashtra
India
About
Company Overview
Bajaj Finserv Health is a health-tech company providing access to preventive, personalized & affordable healthcare for all. It is an all in one healthcare application where you can get a wide range of healthcare services such as accessing personalized healthcare plans, finding doctor clinics near you, booking appointment, storing your health records, and a lot more. At Bajaj Finserv Health, we are trying to change the way Indians access Healthcare. If you want to tackle hard and interesting problems at scale, and create an impact within an entrepreneurial environment, Join us!
Website: https://bajajfinservhealth.in/
Video links (App video) https://youtu.be/M2QHvaBC_z8
Bajaj Finserv Health Launch https://youtu.be/IrL_GDlCUhQ
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