Relationship Manager

Department Icon BFSI (Operations & Lending)
Posted: 2 days ago
3-7 years
Pune, Maharashtra
BFSI (Operations & Lending)
work from office
Full Time
Closes 12 Dec 2026

Posted: 2 days ago
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Job Description

The Opportunity:

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 Indias 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 Youll 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

Whats In It For You

  • Uncapped Upside: Industry-leading incentive structure tailored for high-ticket deal closers.
  • Front-Row Seat to Indias 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.

Skills

EquityFrontDistributionValuationVenture CapitalWealthWealth ManagementCaCfa

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