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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdMalappuram, IN
16 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 : Delhi / NCR ( Noida, Gurugram & Gaziyabad)

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

    meghna. dwivedi@bajajcapital.com

    Create a job alert for this search

    Relationship Manager • Malappuram, IN

    Related jobs
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdthrissur, 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: 17 days ago
    • Promoted
    Acquisition Manager

    Acquisition Manager

    Motilal Oswal Financial Services LtdMalappuram, IN
    The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from...Show moreLast updated: 7 days ago
    • Promoted
    Manager - CRM

    Manager - CRM

    EmeritusThrissur, IN
    Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show moreLast updated: 28 days ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialKozhikode / Calicut, Kozhikode
    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: 21 days ago
    • Promoted
    • New!
    Affiliate Manager - Lead Generation

    Affiliate Manager - Lead Generation

    Crossblade Media LLCMalappuram, IN
    Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 19 hours ago
    • Promoted
    Customer Relations Executive

    Customer Relations Executive

    SWITRUS HOLIDAYSThrissur, Kerala, India
    Job Title : Customer Relations Executive (Tele-Sales).Jobs Review : We are looking to hire an experienced, customer-oriented Customer Relation Executive to utilize inbound and outbound telephone call...Show moreLast updated: 28 days ago
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojThrissur, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show moreLast updated: 14 days ago
    • Promoted
    Customer Relations Officer

    Customer Relations Officer

    HiLITE Builders Pvt LtdKozhikode, Kerala, India
    Established in 1996, Hilite Group is a diversified conglomerate headquartered in Kozhikode, Kerala.The group has significantly influenced Kerala's modern landscape through its presence in various s...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    Key Account Manager – Airline Sales (South India)

    Key Account Manager – Airline Sales (South India)

    TraveslaThrissur, IN
    South India (Hyderabad / Bangalore / Chennai) (Remote Working).Travesla is a next-generation airline representation and marketing company offering a unique blend of physical and digital (“phygital”...Show moreLast updated: 19 hours ago
    • Promoted
    Sr. Business Intelligence Manager ( Fintech )

    Sr. Business Intelligence Manager ( Fintech )

    VettioThrissur, IN
    The Senior Business Intelligence (BI) Manager will play a pivotal role in developing and executing the BI strategy, leveraging data to drive informed decision-making, and ensuring data integrity an...Show moreLast updated: 5 days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdKozhikode, Kerala, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Motilal Oswal Financial Services Ltdkozhikode, India
    The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from...Show moreLast updated: 7 days ago
    • Promoted
    Associate Account Manager - Recruitment

    Associate Account Manager - Recruitment

    Brightpath Associates LLCMalappuram, IN
    We are looking for Candidates from 2 year to 8 year of experience • • • • • • •.Please do not apply if you are more than 8+years of exp, will be over qualified. We are looking from only US staffing backgro...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    DoztiThrissur, IN
    Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show moreLast updated: 3 hours ago
    • Promoted
    Affiliate & Retention Manager (iGaming)

    Affiliate & Retention Manager (iGaming)

    Valor.PartnersKozhikode, IN
    We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show moreLast updated: 8 days ago
    • Promoted
    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Bajaj Capital Ltdthrissur, India
    Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Location : Delhi / NCR ( Noida, Gurugram & Gaziyabad). Functional Area : BFSI, Investments & Trading.Employmen...Show moreLast updated: 15 days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    Credvestmalappuram, India
    Develop and implement strategic sales plans to achieve company goals and objectives.Lead, motivate, and mentor the sales team to ensure high levels of performance and productivity.Set sales targets...Show moreLast updated: 1 day ago
    • Promoted
    RELATIONSHIP MANAGER

    RELATIONSHIP MANAGER

    JOBS n TA HR ServicesThrissur, Kerala, India
    Generate revenue from 4–5 assigned banks.Promote incentive programs to bank staff.Complete medicals to ensure policy issuance. Explore new markets and segments.Build customer base cross / upsell...Show moreLast updated: 20 days ago