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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital Ltdjaipur, 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 • jaipur, India

    Related jobs
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    ConfidentialJaipur, India
    We are looking for a proactive and persuasive.You'll be the first point of contact for potential clients on.Instagram, WhatsApp, and phone. Respond promptly to all client queries received via.Instag...Show moreLast updated: 22 days ago
    • Promoted
    Relationship Manager-TASC-TASC & INSTITUTIONAL BUSINESS-Relationship Manager

    Relationship Manager-TASC-TASC & INSTITUTIONAL BUSINESS-Relationship Manager

    ConfidentialJaipur, India
    TASC & Institutional Business' vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment.It is Kotak's dedicated Sales / Relationship Channel for customer segments like Trusts,...Show moreLast updated: 3 days ago
    • Promoted
    Relationship Managers - Acquisition, Demat cum Trading Accounts

    Relationship Managers - Acquisition, Demat cum Trading Accounts

    ConfidentialJaipur
    The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own dat...Show moreLast updated: 30+ days ago
    • Promoted
    Sr.Sales Excecutive-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations

    Sr.Sales Excecutive-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations

    ConfidentialJaipur, India
    Sr Sales Executive-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations.Enhancement of Deposit pool from Customers.Establishing standards and delivery of service. Cross selling targets progress...Show moreLast updated: 22 days ago
    • Promoted
    Relationship Manager CBG

    Relationship Manager CBG

    Max Life InsuranceJaipur, Rajasthan, India
    Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.Max Group an Indian multi business corporation. Max Life offers comprehensive prote...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Call2Connectjaipur, 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: 5 hours ago
    • Promoted
    Sr. Relationship Manager

    Sr. Relationship Manager

    Vitasta Consulting Pvt LtdJaipur, Rajasthan, India
    We are looking for Relationship Manager : Quantum AMC is looking for a resource in its sales division.The desired candidate should be having 6-8 year of experience in sales of financial products (Mu...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Closed

    Relationship Manager - Closed

    ConfidentialJaipur, India
    Meragi is a rapidly growing start up in India's thriving $50 billion wedding industry.As a technology enabled wedding services provider, we revolutionize the way wedding-related services are bought...Show moreLast updated: 15 days ago
    • Promoted
    Equity Dealer / RM Dealer

    Equity Dealer / RM Dealer

    ConfidentialJaipur
    We are actively seeking a dynamic.Equity Dealer / RM (Relationship Manager) Dealer.This pivotal role involves providing comprehensive. The ideal candidate will be responsible for significant.Financi...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    We are hiring SLI Relationship Manager-Rajasthan

    We are hiring SLI Relationship Manager-Rajasthan

    HDFC Bank LimitedJaipur, Rajasthan, India
    We are hiring RM-SLI || Across Rajasthan State || 3-8 Years Job Purpose : RM Is responsible for Acquiring new customers and maintain the accounts of existing customers at the branch level so that ...Show moreLast updated: 13 hours ago
    • Promoted
    Channel Relationship Manager

    Channel Relationship Manager

    ConfidentialSikar, Sirsa
    Adhere to call cycle plan, achieve sales and collection targets by maintaining relationship with channel partners in an assigned area (Territory) and effective communication of sales promotion acti...Show moreLast updated: 22 days ago
    • Promoted
    Bharat Banking : Relationship Manager - Farmer Funding

    Bharat Banking : Relationship Manager - Farmer Funding

    ConfidentialAmber, India
    Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focu...Show moreLast updated: 14 days ago
    • Promoted
    • New!
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    DoztiJaipur, 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: 20 hours ago
    • Promoted
    Relationship Managers Acquisition

    Relationship Managers Acquisition

    ConfidentialJaipur
    Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking.The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Margin per accou...Show moreLast updated: 30+ days ago
    • Promoted
    RB - Affluent Business : Relationship Manager

    RB - Affluent Business : Relationship Manager

    ConfidentialJaipur, 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 & lending solutions....Show moreLast updated: 22 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialJaipur, India
    Designation : Relationship Manager.Promote and sell Home Loan products.Build strong customer relationships.Handle loan files and verify documents. Field Sales / Home Loan / Mortgage Loan / Loan Again...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    AVP Senior Premier Relationship Manager

    AVP Senior Premier Relationship Manager

    ConfidentialJaipur, India
    Some Careers Open More Doors Than Others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you ...Show moreLast updated: 4 hours ago
    • Promoted
    Acquisition Manager

    Acquisition Manager

    Motilal Oswal Financial Services LtdJaipur, 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