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Relationship Manager

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Onsite

Relationship Manager

Bajaj Financial Securities

Relationship Manager

Skills

Compliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Ahmedabad, Gujarat, India

Work mode:

Onsite

Published on:

21 August 2026

What they need


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.

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