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Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdIndia

3 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 : Chennai

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

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Relationship Manager • India