Relationship Manager

Bajaj Financial Securities; Ahmedabad District, Vadodara; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Bajaj Broking in Ahmedabad is seeking a Manager HNI Sales to drive acquisition, growth, and retention of high-net-worth clients through customized investment solutions and a high-performing sales team.

You will collaborate with internal stakeholders, promote equity products, and lead a team to achieve revenue targets while ensuring compliance and superior service standards. This role focuses on client engagement, market insights, and delivering investment ideas to keep clients actively trading.

Responsibilities

• Acquire 45 new HNI clients monthly and drive revenue growth.
• Promote equity products, cross-sell services, and expand MTF book.
• Maximize trading volumes through regular engagement and investor education.
• Track daily client activity and resolve queries promptly.
• Maintain strong client relationships through regular interactions and reviews.
• Distribute investment ideas and ensure continuous trading updates.
• Lead, mentor, and motivate the sales team to achieve targets.
• Ensure zero compliance errors and high service standards.
• Collaborate with research and advisory teams for client solutions.
• Monitor market trends and prepare sales and performance reports.

Job description

Job Description:
The Manager HNI Sales at Bajaj Broking will drive acquisition, growth, and retention of high-net-worth clients by delivering customized investment solutions. The role focuses on revenue generation, client relationship management, and leading a high-performing sales team in collaboration with internal stakeholders.

Key Responsibilities:

• Acquire 45 new HNI clients monthly and drive revenue growth.
• Promote equity products, cross-sell services, and expand MTF book.
• Maximize trading volumes through regular engagement and investor education.
• Track daily client activity and resolve queries promptly.
• Maintain strong client relationships through regular interactions and reviews.
• Distribute investment ideas and ensure continuous trading updates.
• Lead, mentor, and motivate the sales team to achieve targets.
• Ensure zero compliance errors and high service standards.
• Collaborate with research and advisory teams for client solutions.
• Monitor market trends and prepare sales and performance reports.