Bajaj Broking
Website:
bajajbroking.in
Job details:
About the Role
We are looking for an ambitious, target-driven Relationship Manager – Prive to join our growth engine at Bajaj Broking. In this role, you will be responsible for acquiring, managing, and scaling high-ticket HNI/UHNI client portfolios across Equity, Derivatives (F&O), Wealth Products, Portfolio Management Services (PMS), Mutual Funds, and Margin Trading Facility (MTF).
If you possess a deep understanding of Indian capital markets, strong advisory capabilities, and an active network across Delhi-NCR, this is your platform to elevate your wealth career.
Key Responsibilities
- HNI / UHNI Client Acquisition: Proactively acquire new HNI, UHNI, and Family Office clients across Delhi/NCR through direct networking, cold outreach, client referrals, and cross-selling.
- Broking Revenue Generation: Drive active trading volume and brokerage generation by providing market insights, daily trading ideas, and research reports in coordination with internal equity research teams.
- Client Relationship Management: Manage and deepen relationships with an elite portfolio of HNI clients, conducting periodic portfolio reviews, performance updates, and market briefings.
- Cross-Selling & Wallet Share Expansion: Identify opportunities to cross-sell financial products (e.g., IPOs, Corporate Bonds, MTF funding) to maximize total revenue per client.
What We Are Looking For
- Education: Graduate / Postgraduate degree in Finance, Business, Marketing, or Economics. MBA / CFA / CFP preferred.
- Mandatory Certifications: Valid NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Funds) certifications.
- Experience: 3 to 8 years of proven track record in PCG Sales, Wealth Management, or Equity Broking with a reputed stockbroking firm, private bank, or wealth management firm.
- Regional Network: A strong, existing network of HNI/UHNI clients and business channels across Delhi-NCR (Delhi, Gurgaon, Noida).
Why Join Bajaj Financial Securities Limited?
At Bajaj Broking, you get the backing of the trusted Bajaj Group brand combined with an ultra-fast digital infrastructure, competitive product suite, attractive incentive structures, and accelerated career progression.
Equal Opportunity Employer
At Bajaj Financial Securities Limited, we are committed to building a diverse, fair, and inclusive workplace. All qualified applicants will receive equal consideration for employment regardless of background, gender, age, or identity.
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