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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdLucknow, Uttar Pradesh, India
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 : 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 • Lucknow, Uttar Pradesh, India

    Related jobs
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsLucknow, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundLucknow, 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: 2 days ago
    • Promoted
    • New!
    Alumni Relations Manager

    Alumni Relations Manager

    GL Bajaj Institute of Technology and ManagementUttar Pradesh, India
    Develop and execute a multi-year strategic plan for alumni engagement that aligns with the institute's overall mission and advancement goals. Set measurable objectives for alumni participation, ...Show moreLast updated: 20 hours ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundLucknow, 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: 2 days ago
    • Promoted
    Assistant Manager - Branch Relationship

    Assistant Manager - Branch Relationship

    ConfidentialLucknow, India
    SBI Card is a leading pure-play credit card issuer in India, offering a wide range of credit cards to cater to diverse customer needs. We are constantly innovating to meet the evolving financial nee...Show moreLast updated: 6 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad RekrutLucknow, Uttar Pradesh, India
    Primary Responsibilities • Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.Drive remittanc...Show moreLast updated: 1 day ago
    • Promoted
    Branch Manager Cum Sr. Counsellor

    Branch Manager Cum Sr. Counsellor

    Grace International Indiauttar pradesh, India
    We’re Expanding! Join Our Growing Team.Grace International, India is looking for passionate and experienced professionals to be part of our dynamic team. Exciting career opportunities are available ...Show moreLast updated: 17 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)

    MashreqLucknow, 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: 2 days ago
    • Promoted
    IndusInd Bank - Relationship Manager - Agri Business Group

    IndusInd Bank - Relationship Manager - Agri Business Group

    INDUSIND BANK LIMITEDLucknow, India
    The candidate will be responsible for bringing aggressive growth through DISBURSEMENT of New to Bank & existing book of the Agri Business segment. Specific Roles and Responsibilities : ...Show moreLast updated: 30+ days ago
    • Promoted
    RB-LS : Relationship Manager - TASC

    RB-LS : Relationship Manager - TASC

    ConfidentialBarabanki, 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: 6 days ago
    • Promoted
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    ComfNet Solutions GmbHLucknow, IN
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager - Sales

    Relationship Manager - Sales

    ConfidentialGorakhpur, Lucknow
    To identify and acquire the customers.Maintaining the relationship with the customers.Cross-sell the investment party products. Acquiring new and prospective customers Understanding the requirements...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers LtdLucknow, Republic Of India, 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: 2 days ago
    • Promoted
    Inside Sales - Alumni Relations

    Inside Sales - Alumni Relations

    Consult SPlucknow, uttar pradesh, in
    Inside Sales – Alumni Relations (MBA, 1–3 Years Exp.Drive alumni engagement through active outreach, networking, and regular communication via calls, emails, and social platforms.Strategically mana...Show moreLast updated: 23 days ago
    • Promoted
    Affiliate Manager

    Affiliate Manager

    Times PrimeUttar Pradesh, India
    At Times Internet, we create premium digital products that simplify and enhance the lives of millions.As India’s largest digital products company, we have a significant presence across a wide range...Show moreLast updated: 9 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialLucknow, India
    Build and maintain strong relationships with Independent Financial Advisors (IFAs), HNIs / UHNIs, and partners across the assigned region. Drive new partner acquisition and manage existing channel rel...Show moreLast updated: 6 days ago
    • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    ConfidentialLucknow, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutLucknow, Republic Of India, 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: 1 day ago