Relationship Manager

Bajaj Financial Securities; Rajamahendravaram, Visakhapatnam; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Bajaj Broking is seeking a Manager HNI Sales to 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.

You will work to maximize trading volumes, promote services, and coordinate with research teams to tailor client solutions while ensuring compliance and top-tier service.

Responsibilities

• Acquire 4-5 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.
• 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 4-5 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.
• 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.