BF
Hiring companyBAJAJ FINANCE LIMITED
Verified today
Deputy Area Manager, Wealth Management
Gurgaon,India Full-time On-site
About the role
Wealth Management team at Bajaj Finance, dedicated to advising HNI and affluent clients on investment strategies. The Deputy Area Manager drives AUM growth, cross‑selling, and revenue generation while managing client portfolios and delivering personalized advisory across mutual funds, broking, insurance, and structured products. Gurgaon office, on‑site role, with performance‑driven targets and client engagement responsibilities.
What you’ll do
- Drive AUM growth and acquire new clients through referrals and networking
- Stay updated on market trends and product developments
- Recommend investment solutions aligned with client goals and risk appetite
- Conduct regular portfolio reviews and market updates
- Maintain compliance with regulatory guidelines and internal policies
What you’ll bring
- 3-8 years experience in relationship or wealth management
- Graduate or postgraduate in Finance, Commerce, Economics
- NISM certification
- IRDA certification
Skills
Client relationshipFinancial marketsInvestment advisoryPortfolio managementCross‑selling