Verified Job
Accounting - Finance
Premier Wealth Manager
Accounting - Finance
#541113
Remote / WFH
Job Description
Job Responsibilities-
Key Responsibilities
• Acquire and manage HNI/UHNI clients with an AUM-focused approach
• Advise on a range of financial products: mutual funds, PMS, AIFs, insurance, bonds, and estate planning
• Retain and grow client relationships through superior service and advisory
• Deliver holistic financial planning solutions aligned with client life goals
• Ensure compliance, ethical advisory practices, and long-term relationship building
• Collaborate with investment desks, product teams, and service units to enhance client outcomes
• Meet revenue and AUM targets — with complete ownership of your book
• Represent Bajaj Capital’s values of trust, knowledge, and empowerment
Key Features -:
Experience
6–12 years in wealth management, Investment Advisory or private banking
Book Size Managed
Minimum AUM of ₹15–30 Cr; high potential candidates can bring ₹50+ Cr AUM
Clientele
HNI / UHNI clients with long-term portfolio mindset
Certifications
NISM VA mandatory, CFP/CFA/CA optional but preferred
Sales Style
Advisory-led, long-term relationship builder; not purely transactional
AUM Growth Mandate
Build long-term HNI relationships, not just product pushing
Cross-functional Support
Access to investment teams, planners, research & tax experts
What You Get
• Trail + Renewal Credit: Full credit for every rupee you bring in, year after year
• No Capping on Incentives: Uncapped earning potential – write your own cheque
• Entrepreneurial Model: Own the client relationship with strategic freedom
• Pan-India Roles: Across key hubs – Mumbai, NCR, Bangalore, Pune, Chennai, Kolkata, Lucknow, Chandigarh
• Legacy + Growth: Backed by a trusted brand, driven by a future-forward mission
• Leadership Access: Work directly with best-in-class leaders and business builders
• Comprehensive Support: Marketing, research, digital tools, tax & estate planning access
Regards
Gaurav Singh
Key Responsibilities
• Acquire and manage HNI/UHNI clients with an AUM-focused approach
• Advise on a range of financial products: mutual funds, PMS, AIFs, insurance, bonds, and estate planning
• Retain and grow client relationships through superior service and advisory
• Deliver holistic financial planning solutions aligned with client life goals
• Ensure compliance, ethical advisory practices, and long-term relationship building
• Collaborate with investment desks, product teams, and service units to enhance client outcomes
• Meet revenue and AUM targets — with complete ownership of your book
• Represent Bajaj Capital’s values of trust, knowledge, and empowerment
Key Features -:
Experience
6–12 years in wealth management, Investment Advisory or private banking
Book Size Managed
Minimum AUM of ₹15–30 Cr; high potential candidates can bring ₹50+ Cr AUM
Clientele
HNI / UHNI clients with long-term portfolio mindset
Certifications
NISM VA mandatory, CFP/CFA/CA optional but preferred
Sales Style
Advisory-led, long-term relationship builder; not purely transactional
AUM Growth Mandate
Build long-term HNI relationships, not just product pushing
Cross-functional Support
Access to investment teams, planners, research & tax experts
What You Get
• Trail + Renewal Credit: Full credit for every rupee you bring in, year after year
• No Capping on Incentives: Uncapped earning potential – write your own cheque
• Entrepreneurial Model: Own the client relationship with strategic freedom
• Pan-India Roles: Across key hubs – Mumbai, NCR, Bangalore, Pune, Chennai, Kolkata, Lucknow, Chandigarh
• Legacy + Growth: Backed by a trusted brand, driven by a future-forward mission
• Leadership Access: Work directly with best-in-class leaders and business builders
• Comprehensive Support: Marketing, research, digital tools, tax & estate planning access
Regards
Gaurav Singh
