Deputy Area Manager, Wealth Management

About the role

Wealth Management team at Bajaj Finance drives client advisory and portfolio growth for HNI and affluent customers. The Deputy Area Manager builds and expands client relationships, recommends investment solutions across mutual funds, broking, insurance and structured products, and ensures compliance with regulatory standards. Pune, Wakdewadi, on-site role with performance-driven targets and growth opportunities.

What you’ll do

• Drive AUM growth and cross‑sell revenue through existing and new client relationships
• Acquire new clients via referrals, networking and targeted outreach
• Conduct portfolio reviews and provide market updates to clients
• Maintain compliance with regulatory guidelines and internal policies
• Deliver high‑quality, personalized client experience at every touchpoint

What you’ll bring

• 3-8 years experience in relationship & wealth management
• Graduate or Postgraduate in Finance, Commerce, Economics or related field
• NISM and IRDA certifications

Skills