Updated 5 days ago
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Bank of Baroda

Verified
Wealth Management Services

Deputy Manager - Wealth Strategist (Investment & Insurance)

Closing in 10d 2h

ContractualGroup A
Advt No: BOB/HRM/REC/ADVT/2026/08Code: 4

Responsible for driving investment products through the sales team, educating clients on investment/insurance options, and optimizing investment portfolios.

Total Vacancies

13

Across Categories

Job Location

All India

Timeline & Progress

Closing in 10d 2h

Application Start

27 Mar

Application EndEND

16 Apr

Up Next: 10 days left

Am I Allowed? (Eligibility)

Age Limit

24 to 45 Years

Education

graduate

Experience

Minimum 3 years of experience as a Relationship Manager/ Investment Counsellor in Wealth Management.

Category Breakdown
general
Posts3
Fee850
obc
Posts3
Fee850
sc
Posts2
Fee175
st
Posts2
Fee175
ews
Posts3
Fee850
Total Vacancies: 13* Payment usually via Debit/Credit Card, UPI, or Net Banking.

Deep Dive: About This Role

What is the Deputy Manager - Wealth Strategist (Investment & Insurance) role?

This is a specialized role within the Wealth Management Services department of Bank of Baroda. The core responsibility involves driving investment product sales, educating clients about investment and insurance options, and managing investment portfolios to help clients achieve their financial goals.

What is the minimum educational qualification?

Candidates must hold a Graduate degree in any discipline from a University recognized by the Govt. of India/Govt. bodies/AICTE. A Post Graduate Degree/Diploma in Management is a desirable qualification.

What is the required work experience?

Candidates must have a minimum of 3 years of experience as a Relationship Manager or Investment Counsellor in Wealth Management. Excellent knowledge of Investment Products, PMS, AIF, Mutual Fund, and Insurance is mandatory.

Is this a permanent job?

No, this is a contractual engagement for an initial period of 5 years, which can be renewed/extended based on performance and at the discretion of the Bank.

What is the age limit for this post?

The minimum age is 24 years and the maximum age is 45 years as on 01.03.2026.

1

Stage 1

Application Scrutiny

2

Stage 2

Online Test

3

Stage 3

Psychometric Test

4

Stage 4

Personal Interview

Documents Checklist

  • Resume
  • DOB Proof (10th Marksheet/Certificate)
  • Educational Certificates
  • Work experience certificates
  • Caste/Category Certificate
  • PWD certificate

Frequently Asked Questions

Can final year students apply?

No, degree must be completed.

Still have doubts? Check the official source.