Bajaj Broking
Website:
bajajbroking.in
Job details:
About us
At Bajaj Broking, we aren't just participating in India's wealth creation story—we are accelerating it. We are scaling fast, innovating faster, and building a high-octane platform for India’s top investors. As we expand our footprint in the private wealth space, we are building a powerhouse Alternative Investments to deliver elite, high-yield PMS and AIF solutions to HNI and UHNI clients across the country.
Role Summary
We are looking for a high-performing PMS & AIF Specialist to take the driver’s seat. If you thrive on navigating complex alternative strategies, co-pitching high-ticket deals alongside top RMs, and shaping the narrative for ultra-high-net-worth portfolios, this is your launchpad.
You won't just track the market; you will curate exclusive deals, craft winning pitch frameworks, and directly enable the closure.
Key Responsibilities
- Curate the Best-in-Class: Hunt down, evaluate, and bring onboard premier PMS and AIF (Cat I, II & III) opportunities with elite risk-adjusted return potential.
- Close Big-Ticket Deals: Step into the room with HNI/UHNI clients alongside RMs and Private Wealth advisors—bringing domain authority to close high-value transactions (₹50L+).
- Sharpen the Pitch: Create killer pitch decks, sharp product positioning, and competitive "battle cards" that empower our entire wealth sales force to win.
- Track & Engage: Keep portfolio intelligence sharp. Track fund performance, deliver insights, and build high-touch engagement programs that keep our top-tier clients hooked.
- Unlock Exclusive Access: Build direct, strategic relationships with leading AMCs, PMS fund managers, and AIF sponsors to secure priority deal access for Bajaj Broking.
Qualifications & Key Requirements
- 8–12 years of experience in Alternative Investments, Wealth Management, Private Banking, or Broking focusing on HNI/UHNI clients.
- In-depth knowledge of Indian financial markets, PMS strategies, and AIF regulations (Category I, II, III).
- Proven track record of supporting or closing large-ticket wealth deals (₹50L+).
- Excellent presentation, communication, and client-facing skills.
- MBA (Finance), CFA, or CA preferred.
Equal Opportunity Employer
Bajaj Broking (Bajaj Financial Securities Limited) is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, free from discrimination based on race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or marital status.
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