Bajaj Broking
Website:
bajajbroking.in
Job details:
The Opportunity
The Indian wealth creation landscape is undergoing unprecedented growth, and we are expanding our wealth management franchise to lead this shift.
We are seeking a high-caliber Wealth Manager – Distribution Products to drive portfolio advisory, asset allocation, and product distribution for High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Family Offices. In this role, you will leverage an institutional-grade platform, research, and product access to scale your client franchise and manage complex wealth mandates.
What You Will Drive (Key Responsibilities)
1. Strategic Wealth Advisory & Client Acquisition
- Originate and build relationships with HNI, UHNI, and Family Office clients by delivering tailored asset allocation strategies.
- Conduct comprehensive financial diagnostic reviews to align client mandates with yield targets, liquidity requirements, and risk budgets.
- Serve as the primary wealth strategist, offering proactive portfolio rebalancing and macro market perspectives.
2. Distribution & Product Advisory
- Architect and execute wealth solutions across a multi-asset distribution stack:
- Public Markets: Mutual Funds, Portfolio Management Services (PMS), and Alternate Investment Funds (AIFs - Cat I, II & III).
- Fixed Income & Yield: Corporate NCDs, Sovereign Debt, High-Yield Papers, and Structured Products.
- Private Markets & Alternates: Pre-IPO Equities, Venture Debt, Real Estate Funds, and Private Equity.
- Protection & Estate Planning: Tax-efficient structures, Keyman/Life Protection, and Global Investment Solutions.
- Partner with in-house product committees and equity research desks to structure and syndicate high-conviction deal flows.
3. Wallet Share Expansion & Portfolio Growth
- Drive Net New Money (NNM) growth by identifying untapped capital pools within existing relationships.
- Cross-penetrate adjacent financial solutions, including Margin Trading Facility (MTF), Loan Against Securities (LAS), and Estate Structuring.
Qualifications
- Experience: 3 to 8+ years of direct experience in Private Banking, HNI Wealth Advisory, or Multi-Asset Product Distribution.
- Track Record: Proven ability to acquire, manage, and scale an active HNI/UHNI client book.
- Domain Mastery: In-depth knowledge of capital market dynamics, product structures, taxation, and off-market settlement mechanics.
- Education & Credentials:
- MBA (Finance), CA, CFA, or CFP preferred.
- Mandatory: NISM Series V-A (Mutual Fund Distributors).
- Preferred: NISM Series XXI-A (AIF) / NISM Series X-A/X-B (Investment Adviser).
We are committed to building a diverse and high-performing workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, or any other characteristic protected by law.
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