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Deputy Area Manager - Wealth Management

Bajaj Finance·Pune

Pay not stated3–8 yrsFull-time
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About the role

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

What you'll do

  • 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

What you need

  • 3–8 yrs of experience
  • Wealth management
  • Client relationship
  • Mutual funds
  • Capital markets
  • Cross-selling
  • Insurance
  • B.Com or MBA or M.Com

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Can I apply
Open to any education · Mid level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Early: posted 1 h ago on their own site