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 b...