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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdAjmer, Republic Of India, IN
20 hours 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 • Ajmer, Republic Of India, IN

    Related jobs
    • Promoted
    Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    ConfidentialAjmer, India
    We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to und...Show moreLast updated: 5 days ago
    • Promoted
    Loan Officer - Retail MFB - Sales - Ajmer - Beawar - J Grades

    Loan Officer - Retail MFB - Sales - Ajmer - Beawar - J Grades

    ConfidentialBeawar, India
    To ensure the achievement of disbursement targets with minimum delinquency.Identifying Joint liability Groups & disbursed loans, to suit the target customers and geographies.Enabling business growt...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Service Relationship Manager

    Service Relationship Manager

    DezervPushkar, IN
    Dezerv is a house of investing solutions for high-net-worth and affluent Indians.Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth manag...Show moreLast updated: 2 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutajmer, rajasthan, 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
    • 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)

    Mashreqajmer, rajasthan, 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
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutajmer, rajasthan, 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: 1 day ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundAjmer, 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
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdajmer, rajasthan, 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
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundPushkar, 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
    Relationship Manager - Retail Sales

    Relationship Manager - Retail Sales

    ConfidentialAjmer
    To execute the marketing strategies in the allocated space with focus on garnering and developing sales.Ensuring growth of business and surpassing periodical sales targets in terms of funds mobiliz...Show moreLast updated: 30+ days ago
    • Promoted
    Chief Manager - Projects- SS

    Chief Manager - Projects- SS

    ConfidentialBeawar, India
    Responsible for end-to-end construction / Project execution activities – SUB STATION- AIS / GIS and To monitor Project Execution, Row issues, Administration Coordination. Key Accountabilities / Respon...Show moreLast updated: 5 days ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

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

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

    MashreqAjmer, 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
    Branch : Branch Relationship Officer

    Branch : Branch Relationship Officer

    ConfidentialAjmer, 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: 5 days ago