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Urgent Opening- Relationship Manager / Sr Relationship Manager (Apply in 3 Minutes)

Urgent Opening- Relationship Manager / Sr Relationship Manager (Apply in 3 Minutes)

Bajaj Capital LtdIndia
1 day 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 : Chennai

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

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