Job Title: Team Leader - HNI Dealing - Branch Broking

Company Name: Bajaj Broking

As a Team Leader - Branch Broking, you will be responsible for driving individual business performance as well as leading the branch dealing team to achieve overall business objectives. The role involves managing your own HNI client portfolio, generating revenue through client acquisition and trading activities, and simultaneously guiding the team to achieve their respective targets.

You will be accountable for individual revenue generation, team productivity, client acquisition, retention, and overall business growth while ensuring superior client servicing, operational efficiency, and regulatory compliance.

Key Responsibilities

- Lead, motivate, and manage the team to achieve overall business and revenue targets.
- Drive team-level revenue generation, client acquisition, activation, and retention.
- Monitor individual team members' performance and ensure achievement of assigned targets.
- Support team members in acquiring new clients, increasing client engagement, and improving revenue productivity.
- Oversee trading activities across equity, derivatives, Nifty, and stock options.
- Ensure timely sharing of stock, sector, and market updates with clients.
- Handle key HNI relationships and resolve escalated client queries.
- Conduct regular performance reviews, provide coaching, and develop team capabilities.
- Coordinate with research and internal teams to provide relevant investment insights and strategies.




- Ensure accurate trade execution, documentation, and adherence to regulatory and internal compliance requirements.
- Track individual and team performance through regular business reviews and reporting.
- Identify opportunities to improve revenue, operational efficiency, and overall client experience.
- Coordinate with Branch and Regional leadership to achieve business objectives.
- Achieve assigned individual revenue targets through HNI client acquisition, relationship management, and trading activities.

Preferred Qualifications

- Bachelor's degree in Finance, Business Administration, or a related field; an MBA will be an added advantage.
- Minimum of 5-7 years of experience in dealing, sales, or business development within the financial services industry, preferably with exposure to HNI clients.
- Prior experience in team handling or a supervisory role will be preferred.
- Strong knowledge of financial markets, equity, derivatives, and investment products.
- Robust leadership, communication, relationship management, and people-management skills.
- NISM Series VIII Certification is mandatory.

Role: Equity Dealer, Industry Type: Financial Services (Broking), Department: BFSI, Investments & Trading, Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Wealth Management EquityTradeDerivativesBrokingPCGHNITrading

📌 Team Leader - HNI Dealing - Branch Broking (Pune)
🏢 Bajaj Financial Securities
📍 Pune