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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital Ltdanand, India
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.

    Create a job alert for this search

    Relationship Manager • anand, India

    Related jobs
    • Promoted
    Relationship Manager – Wealth Management

    Relationship Manager – Wealth Management

    UpperCrust Wealth Pvt.Ltd.Vadodara, Gujarat, India
    Top 5 Reasons to Build Your Career at UpperCrust Wealth.Biggest Wealth-Management Setup in Vadodara.Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every Major...Show moreLast updated: 3 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)

    Mashreqnadiad, gujarat, 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: 18 days ago
    • Promoted
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    DoztiAnand, 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: 1 day ago
    • Promoted
    Relationship Manager Corporate Banking

    Relationship Manager Corporate Banking

    CareerfitAhmedabad, Gujarat, India
    MBA in Finance, Marketing, or equivalent field.Relationship Manager – Corporate Banking.We are seeking a dynamic and client-focused Relationship Manager to drive corporate banking and business deve...Show moreLast updated: 17 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdahmedabad, gujarat, 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: 18 days ago
    • Promoted
    • New!
    Customer Relationship Executive

    Customer Relationship Executive

    SWITRUS HOLIDAYSNadiad, India
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 1 hour ago
    • Promoted
    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    ConfidentialVadodara, India
    Relationship Manager - NR-RETAIL NR-Regional sales.Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank.Meeting monthly acqu...Show moreLast updated: 18 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Motilal Oswal Financial Services LtdAhmedabad, Gujarat, India
    ROLES & RESPONSIBILITIES : - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.Maintaining client rela...Show moreLast updated: 10 days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India
    The Preferred Relationship Manager-Preferred 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 Ne...Show moreLast updated: 30+ days ago
    • Promoted
    Affiliate & Retention Manager (iGaming)

    Affiliate & Retention Manager (iGaming)

    Valor.PartnersAnand, 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: 9 days ago
    • Promoted
    • New!
    Virtual Relationship Manager – Mutual Fund Distributors (MFDs)

    Virtual Relationship Manager – Mutual Fund Distributors (MFDs)

    Helios Mutual FundVadodara, India
    Job Title : Virtual Relationship Manager – Mutual Fund Distributors (MFDs).Experience Level : 0–3 years (Graduates welcome. Freshers encouraged to.About the Role : We are seeking a dynamic and driven ...Show moreLast updated: 1 hour ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC securitiesAhmedabad, Gujarat, India
    Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show moreLast updated: 30+ days ago
    • Promoted
    Jainam - Relationship Manager

    Jainam - Relationship Manager

    Jainam Broking LimitedVadodara, India
    Role Overview : As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios,...Show moreLast updated: 30+ days ago
    • Promoted
    IndusInd Bank - Relationship Manager - Agri Business Group

    IndusInd Bank - Relationship Manager - Agri Business Group

    INDUSIND BANK LIMITEDBaroda, 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
    Acquisition Manager

    Acquisition Manager

    Motilal Oswal Financial Services LtdAnand, 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: 8 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Call2ConnectAhmedabad, India
    Position : - Relationship Manager.Product : - Ulip plans(mutual Fund).Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred). Financial products knowledge is must (MF / FD / ...Show moreLast updated: less than 1 hour ago
    • Promoted
    Systematix Group - Relationship Manager

    Systematix Group - Relationship Manager

    Systematix GroupAhmedabad, India
    About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show moreLast updated: 29 days ago
    • Promoted
    GetFive - Senior Relationship Manager - Debt

    GetFive - Senior Relationship Manager - Debt

    GetfiveAhmedabad,Gujarat, India
    Name of the organization Getfive Advisors Pvt.SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising and ...Show moreLast updated: 30+ days ago