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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdAlleppey, Republic Of India, IN
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 • Alleppey, Republic Of India, IN

    Related jobs
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsKottayam, 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 FundKollam, 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!
    Service Relationship Manager

    Service Relationship Manager

    Dezervkollam, kerala, 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: 8 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutAlleppey, 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
    • 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)

    MashreqKollam, 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
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltdkottayam, kerala, in
    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
    RB - Affluent Business : Relationship Manager - NRI

    RB - Affluent Business : Relationship Manager - NRI

    ConfidentialKollam, India
    Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solution...Show moreLast updated: 6 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltdkottayam, kerala, in
    The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals / clients. Their primary role is to provide personalized financ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Rx100 Ventureskottayam, kerala, in
    We are seeking an experienced professional to join us as a Relationship Manager.The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between t...Show moreLast updated: 9 hours ago
    • Promoted
    • New!
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC securitiesalappuzha, kerala, in
    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: 9 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Discoveries Quintessentialkottayam, kerala, in
    We’re Hiring : Relationship Manager / Sales Specialist.We’re reshaping education with engaging.Since our inception, we’ve been on a mission to make learning fun, practical, and impactful.Represent a...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth RM / Sales RM / KAM / Equity Dealer

    Wealth RM / Sales RM / KAM / Equity Dealer

    Scope4job LLPkottayam, kerala, in
    We’re Hiring – Multiple Open Positions!.Looking to grow your career in the financial and investment domain?.Join our expanding team across. Sales Relationship Managers (Broking Division).Experience : ...Show moreLast updated: 8 hours ago
    • Promoted
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

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

    ComfNet Solutions GmbHKollam, 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
    Inside Sales - Alumni Relations

    Inside Sales - Alumni Relations

    Consult SPalappuzha, kerala, 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: 24 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundKollam, 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
    Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking

    Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking

    ConfidentialKottayam, India
    Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics. Responsible for generation of reven...Show moreLast updated: 6 days ago
    • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    ConfidentialKollam, 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: 6 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    DIYA GREENCITY PRIVATE LIMITEDkottayam, kerala, in
    Hiring Relationship Manager (RM) – Diya Greencity Private Limited.Diya Greencity Private Limited.Raj Nagar Extension, Ghaziabad, Uttar Pradesh, India. Assistant Relationship Manager (ARM).Diya Green...Show moreLast updated: 30+ days ago