Talent.com
No longer accepting applications
Urgent Opening- Relationship Manager / Sr Relationship Manager

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdTrivandrum, Kerala, India
23 days ago
Job description

JOB DESCRIPTION :

Role : Relationship Manager / Sr. Relationship Manager /

CTC : It’s not constrain for right candidate (Its Negotiable).

Experience : 1+ Year

Location : Madurai

Functional Area : BFSI, Investments & Trading.

Employment Type : Full Time, Permanent.

Education : Any Graduate.

Total Openings - No. 30+

Notice period : Most preferred for immediate joiner / 15 days / 1 month.

Note- Must have experience into Direct sales (insurance / mutual fund)

ROLES AND RESPONSIBILITIES :

  • Conduct daily sales calling with prospective new clients and identify their needs.
  • Provide and develop solutions and suggest schemes to clients basis their

requirements and goal.

  • Conduct timely and regular follow ups with the leads and tag them on broadcasts
  • and new articles.

  • Increase client database by meeting new clients and taking references from the
  • existing ones and hence build AUM and AUA for the branch.

  • Review and diversify existing client portfolio on a regular basis and provide
  • guidance accordingly.

  • Achieve financial goals of the clients through various product line.
  • Update and cross sell products to existing clients and update them about the
  • primary and secondary market trends.

  • Update self-regarding all schemes, products and solutions by regularly attending
  • trainings.

  • Share regular communications with client regarding information, research and
  • material of the organization..

  • Wealth / Portfolio Management understand client portfolio in terms of their risk
  • and reward appetite and assist them to achieve their financial goals

  • Financial planning / Investment Advisory have thorough financial and sector
  • knowledge as well knowledge of competitors, must provide sound and reliable

    advice to client.

    KEY SKILLS :

    Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed

    Deposits, Investment Banking, Health Insurance.

    KNOWLEDGE :

  • Product Knowledge have a detailed knowledge of all products related to Life
  • Insurance, general insurance, fixed income, mutual funds, etc.

  • Wealth / Portfolio Management understand client portfolio in terms of their risk
  • and reward appetite and assist them to achieve their financial goals.

  • Financial planning / Investment Advisory have thorough financial and sector
  • knowledge as well knowledge of competitors, must provide sound and reliable advice

    to clients.

    Interested Candidate can mail there resume

    varadarajan.dittakavi@bajajcapital.com

    Create a job alert for this search

    Relationship Manager • Trivandrum, Kerala, India

    Related jobs
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqthiruvananthapuram, kerala, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 4 days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutthiruvananthapuram, kerala, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 4 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdthiruvananthapuram, kerala, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager - Acquisition - Demat cum Trading Accounts

    Relationship Manager - Acquisition - Demat cum Trading Accounts

    ConfidentialAhmedabad, Thiruvananthapuram / Trivandrum, Delhi
    Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking.The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Ma...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager-Team Lead Wealth Management

    Relationship Manager-Team Lead Wealth Management

    State Bank of Indiathiruvananthapuram, India
    We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 16 hours ago
    • Promoted
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundThiruvananthapuram, Republic Of India, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager-BANCA-CTC UPTO 4 LPA

    Relationship Manager-BANCA-CTC UPTO 4 LPA

    ConfidentialThrissur, Thiruvananthapuram / Trivandrum, Cochin / Kochi / Ernakulam
    Generate Revenue by getting business from leads generated throughassigned 4-5 Bank.Cascade the incentive programs to Banks Staff  Responsible for sales completion by facilitating completion of med...Show moreLast updated: 6 days ago
    • Promoted
    Relationship Manager - Super Equity Trader

    Relationship Manager - Super Equity Trader

    ConfidentialVadodara, Thiruvananthapuram / Trivandrum, Delhi
    Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. Achievement of assigned Clust...Show moreLast updated: 30+ days ago
    • Promoted
    RB-LS : Business Development Manager - Corporate Salary Relationship

    RB-LS : Business Development Manager - Corporate Salary Relationship

    ConfidentialThiruvananthapuram / Trivandrum, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundThiruvananthapuram, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutthiruvananthapuram, kerala, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 4 days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    MashreqThiruvananthapuram, Republic Of India, IN
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialThiruvananthapuram / Trivandrum, India
    Bajaj Life Insurance is a rapidly growing life insurance company in India, offering a diverse range of plans including ULIPs, term insurance, retirement, and child policies.Bajaj Life is committed ...Show moreLast updated: 8 days ago
    • Promoted
    Branch Relationship Manager (Kanyakumari)

    Branch Relationship Manager (Kanyakumari)

    ConfidentialNagercoil
    The Branch Relationship Manager (BRM) at Kanyakumari is responsible for building and maintaining strong relationships with customers within a designated branch. This role involves managing the day-t...Show moreLast updated: 30+ days ago
    • Promoted
    Branch : Relationship Manager - Priority Banking

    Branch : Relationship Manager - Priority Banking

    ConfidentialThiruvananthapuram / Trivandrum, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 2 days ago
    • Promoted
    Elite Relationship Manager-BRANCH BANKING-Branch Banking

    Elite Relationship Manager-BRANCH BANKING-Branch Banking

    ConfidentialThiruvananthapuram / Trivandrum, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 8 days ago
    • Promoted
    Branch : Branch Relationship Officer

    Branch : Branch Relationship Officer

    ConfidentialThiruvananthapuram / Trivandrum, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsthiruvananthapuram, kerala, in
    What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?. We’re a fast-growing global advisory platform blen...Show moreLast updated: less than 1 hour ago