We are seeking an experienced and energetic Manager for our High Net-worth Individual (HNI) Sales team at Bajaj Broking. The ideal candidate will be responsible for driving sales growth by developing strong relationships with high net-worth clients, understanding their financial goals, and providing tailored investment solutions. The Manager will oversee a team of sales executives, guiding them in achieving their sales targets and enhancing client satisfaction.

- Client acquisition – Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region.

- Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth.

- Sales of equity and related products,



cross selling of other financial products, ensuring and enhancing branch profitability

- Responsible for building MTF book from clients, ensuring book growth every month.

- Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market.

- Maintain daily client activity.

- Ensure resolution of client queries within TAT - Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients.

- Ensuring complete adherence to Compliance and Risk management, with 0 errors

- Attain maximum reach of investment ideas/stock calls initiated.

📌 Manager, HNI Sales (New Delhi)
🏢 Bajaj Broking
📍 New Delhi