Bajaj Capital - Relationship Manager

The Bajaj Capital Group is one of Indias premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers. We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others. Bajaj Capital La Premier Group was created to cater to the needs of High Networth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-class management services to a select group of client

Key Responsibilities :

• Drive penetration of all financial products including Mutual Funds (primary product), Insurance (Life & General), Fixed Deposits, Bonds, IPOs, etc., across client portfolios.
• Identify opportunities for cross-selling and deep-selling by thoroughly profiling clients and understanding their financial needs.
• Acquire new clients, with a special focus on High Net Worth Individuals (HNIs), and build long-term relationships.
• Manage and service existing client portfolios, regularly reviewing investments and aligning them with clients' evolving financial goals.
• Analyze and understand clients' 360-degree financial needs and recommend appropriate products and solutions.
• Ensure consistent achievement of revenue targets through effective client management and product penetration.

Desired Candidate Profile :

ref : iimjobs.com)