Relationship Manager

Bajaj Broking; Agra District; On-site; INR 600,000 - 900,000; Full time

Job summary

Bajaj Broking in Agra is seeking a full-time Relationship Manager to build and manage client relationships, understand investment goals, and recommend suitable products across equities, bonds, mutual funds, and other market solutions. You will meet and onboard clients, explain options, and handle account-related queries with a focus on prompt issue resolution.

Regular follow-ups will deepen engagement, and you will cross-sell offerings while assisting clients in executing trades in line with

Qualifications

• Strong client relationship management and long-term engagement.
• Knowledge of equities, bonds, mutual funds and other investment instruments.
• Excellent communication and interpersonal skills for client interactions.
• Ability to work with data and reports to track client portfolios and support recommendations.
• Familiarity with regulatory requirements and compliance standards in securities/broking.
• Comfort using trading platforms, CRM tools, and basic office software.
• Bachelor’s degree in finance, commerce, business, or related field; relevant certifications are an advantage.
• Prior experience in broking, wealth management, banking, or financial services client-facing roles is preferred.
• Self-motivated, target-oriented in a fast-paced environment.

Responsibilities

• Acquire and manage client relationships and onboarding.
• Explain investment options and cross-sell offerings across equities, bonds, and funds.
• Assist clients with trades and transactions in line with regulatory and internal guidelines.
• Coordinate with internal teams to ensure seamless service delivery and high customer satisfaction.

Skills

Client relationship management

Capital market knowledge

Communication skills

Data analysis

Regulatory/compliance awareness

CRM tools

Trading platforms familiarity

Office software

Self-motivation

Target oriented

Education

Bachelor's degree in finance, commerce, or related field

Tools

CRM tools

Trading platforms

Office software

Job description

Company Description

Bajaj Broking is a stockbroking company affiliated with NSE, BSE, NSDL, and CDSL, offering a wide range of capital market solutions such as equities, corporate deposits, insurance, thematic stock baskets, and bond investing. Headquartered in Pune, the company is a 100% subsidiary of Bajaj Finance Limited, a well-established and trusted name in the Indian financial sector. Bajaj Broking focuses on making stock market investing accessible across India through personalized solutions and strong execution capabilities. The organization emphasizes customer centricity, convenience, and high-quality service, backed by the values, transparency, and credibility of the Bajaj Finserv group.

Role Description

The Relationship Manager role at Bajaj Broking is a full-time, on-site position based in Agra. The Relationship Manager will be responsible for acquiring and managing client relationships, understanding client investment goals, and recommending suitable products and services across equities, bonds, thematic baskets, and other market solutions. Day-to-day tasks include meeting and onboarding clients, explaining investment options, handling account-related queries, and ensuring prompt resolution of issues. The role involves regular follow-up with clients to deepen engagement, cross-sell relevant offerings, and support clients in executing trades and transactions in line with regulatory and internal guidelines. The Relationship Manager will work closely with internal teams to ensure seamless service delivery and maintain high levels of customer satisfaction and compliance.

Qualifications

• Strong client relationship management skills, including ability to build trust, understand client needs, and maintain long-term engagement.
• Sound knowledge of capital market products such as equities, bonds, mutual funds, and other investment instruments, with the ability to explain them clearly to clients.
• Proficiency in communication and interpersonal skills for client interactions, presentations, and negotiation.
• Ability to work with data and reports to track client portfolios, identify opportunities, and support investment recommendations.
• Familiarity with regulatory requirements and compliance standards in the securities and broking industry.
• Comfort using trading platforms, CRM tools, and basic office software for day-to-day operations.
• Bachelor’s degree in finance, commerce, business, or a related field; relevant certifications in securities markets or financial advisory are an advantage.
• Prior experience in broking, wealth management, banking, or financial services client-facing roles is preferred.
• Self-motivated, target-oriented, and able to work in a fast-paced, performance-driven environment.