Bank of Baroda Wealth Executive Recruitment 2026 – 1000 Posts

The eligibility criteria for the Wealth Executive post include:

• Graduation in any discipline.
• One valid certification from the prescribed list.
• Minimum 2 years of relevant post-qualification experience.
• Candidate must satisfy the prescribed age criteria.
• Educational qualification must be from a recognized institution/university.
• Candidate should be willing to serve anywhere in India.

Candidates must have:

• Graduation in Any Discipline
• AND

The experience should be with organizations such as:

• Leading Public Sector Banks
• Private Sector Banks
• Foreign Banks
• Broking firms
• Securities firms
• Asset Management Companies
• Wealth Management Companies in India

The selected candidates are liable to be posted by Bank of Baroda at its discretion to:

• Any branch of the Bank
• Any office of the Bank
• Any place in India

1. Business Development

   The Wealth Executive is responsible for:

   Identifying and acquiring New-to-Bank (NTB) customers.

   Onboarding Affluent, HNI and UHNI customers.

   Market mapping.

   Generating business through referrals and networking.

   Developing long-term customer relationships.

   Understanding customer financial aspirations.

   Providing suitable wealth-management solutions.

   Generating quality business opportunities.

2. Wealth Penetration

   Responsibilities include:

   Managing assigned customer portfolios.

   Regular customer engagement.

   Increasing Product Per Customer (PPC).

   Increasing Total Relationship Value (TRV).

   Enhancing Assets Under Management (AUM).

   Increasing insurance penetration.

   Developing relationships with New-to-Wealth (NTW) customers.

   Acquiring family and household relationships.

3. Digital Wealth Adoption

   The role also includes:

   Promoting digital wealth platforms.

   Increasing adoption of digital investment services.

   Increasing adoption of digital insurance services.

   Educating customers regarding digital wealth-management channels.

4. Compliance & Governance

   The Wealth Executive must:

   Keep mandatory certifications and licences valid.

   Follow RBI regulations.

   Follow internal Bank policies.

   Follow wealth-management guidelines.

   Maintain KYC and AML documentation.

   Maintain informed-consent and product-suitability records.

   Submit compliance reports within prescribed timelines.

   Stay updated with regulatory and product changes.

   Follow ethical selling practices.

   Maintain accurate customer records.

5. Customer Service

   The role also includes:

   Coordinating with branch staff and product partners.

   Processing investment and insurance transactions.

   Executing customer requests within required timelines.

   Resolving customer queries and complaints.

   Maintaining defined turnaround times (TAT).

   Key Business Objectives

   According to the job description, key objectives include:

   Mutual Fund and SIP mobilization

   Life and Health Insurance business

   Existing customer portfolio deepening

   Wealth product penetration

   Digital wealth adoption

   Regulatory and internal compliance

   Other responsibilities assigned by Bank of Baroda

Candidates should keep the following documents ready, wherever applicable:

• Date of Birth proof
• Graduation certificate
• Graduation semester/year-wise mark sheets
• Mandatory certification
• Experience certificate
• Appointment letter
• Salary slips
• CTC breakup document
• Category certificate
• EWS certificate
• PwBD certificate
• Ex-servicemen documents
• No Objection Certificate, wherever applicable
• Photo identity proof
• Other documents supporting eligibility
• The Bank requires original documents and self-attested copies at the subsequent selection stage as applicable.