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, robust 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-rapid digital infrastructure, competitive product suite, attractive incentive structures, and accelerated career progression.

Equal Chance 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.

📌 Relationship Manager Prive Delhi (India)
🏢 Bajaj Broking
📍 India