Relationship Manager

Bajaj Broking; Pune District; On-site; INR 2,500,000 - 5,500,000; Full time

Benefits offered by this job

Uncapped incentives

Front-row growth opportunities

Job summary

Bajaj Broking is seeking a Relationship Manager – Unlisted Equities to build and manage a portfolio of HNIs, UHNIs, corporate treasuries, and family offices seeking premium pre-IPO opportunities. You will source, pitch, and close unlisted deals, collaborating with IFAs and wealth managers to expand nationwide reach.

Ideal candidates have 3–7+ years in unlisted equities or private wealth, with finance/ economics education and relevant certifications.

Qualifications

• 3–7+ years in Unlisted Equities or Private Wealth Management.
• Graduate/Post-Graduate in Finance, Business, or Economics (MBA/CA/CFA is a plus).
• NISM Series V-A, X-A/X-B, or XXI-A certifications preferred.

Responsibilities

• Hunt & Build: Acquire and cultivate an elite portfolio of HNIs, UHNIs, Corporate Treasuries, and Family Offices.
• Master the Pre-IPO Pipeline: Pitch high-conviction unlisted deals, late-stage private equity offerings, and AIFs backed by institutional-grade research.
• Drive Channel Distribution: Partner with IFAs, Wealth Managers, and Sub-Brokers to expand reach and syndicate deals nationwide.
• Navigate Complex Deals: Lead end-to-end deal cycle from initial valuation pitches to off-market Demat transfers (DIS/NSDL/CDSL).
• Deliver Intelligence: Advise clients on valuation trends, regulatory changes, and IPO lock-in windows.

Skills

Unlisted equities

Private wealth management

Pre-IPO distribution

Investment banking

Wealth ecosystem network

Education

Finance/Economics degree

MBA/CA/CFA (a plus)

Job description

The private markets are exploding, and Bajaj Broking is positioned right at the center of the pre-IPO revolution.

We are looking for a high-octane Relationship Manager – Unlisted Equities who thrives on high-ticket dealmaking, unearthing pre-IPO unicorns, and opening doors for India's top HNIs, UHNIs, and Family Offices. If you have a deep passion for late-stage venture capital, financial markets, and building wealth in off-market equities before companies hit the main board—this is your launchpad.

What You’ll Do (Your Mission)

• Hunt & Build: Acquire and cultivate an elite portfolio of HNIs, UHNIs, Corporate Treasuries, and Family Offices looking for high-alpha pre-IPO investment opportunities.
• Master the Pre-IPO Pipeline: Pitch high-conviction unlisted deals, late-stage private equity offerings, and AIFs backed by institutional-grade research.
• Drive Channel Distribution: Partner with top Independent Financial Advisors (IFAs), Wealth Managers, and Sub-Brokers to amplify our reach and syndicate nationwide deals.
• Navigate Complex Deals: Lead the end-to-end deal cycle—from initial valuation pitches to off-market Demat transfers (DIS/NSDL/CDSL execution).
• Deliver Intelligence: Act as a trusted private-market advisor by keeping clients ahead of valuation trends, regulatory changes, and upcoming IPO lock-in windows.

Qualifications & Secret Weapons

• Experience: 3–7+ years in Unlisted Equities, Private Wealth Management, Pre-IPO Distribution, or Investment Banking.
• Education: Graduate/Post-Graduate in Finance, Business, or Economics (MBA/CA/CFA is a big plus).
• Certifications: NISM Series V-A, X-A/X-B, or XXI-A certifications preferred.
• Network: Established relationships in the wealth ecosystem

What’s In It For You?

• Uncapped Upside: Industry-leading incentive structure tailored for high-ticket deal closers.
• Front-Row Seat to India’s Growth: Work directly with the next generation of Tech Unicorns and Market Leaders before the rest of the world sees them.

Bajaj Broking is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.