Talent.com
Urgent Opening- Relationship Manager / Sr Relationship Manager

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdAlappuzha, IN
15 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. dwivedi@bajajcapital.com

    Create a job alert for this search

    Relationship Manager • Alappuzha, IN

    Related jobs
    • Promoted
    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Bajaj Capital LtdKollam, IN
    Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Location : Delhi / NCR ( Noida, Gurugram & Gaziyabad). Functional Area : BFSI, Investments & Trading.Employmen...Show moreLast updated: 15 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)

    Mashreqalappuzha, kerala, 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: 16 days ago
    • Promoted
    • New!
    Branch Manager

    Branch Manager

    Discoveries QuintessentialKottayam, IN
    Hiring : Branch Sales Officer – Branch Banking (CASA & KYC Focus).We are looking for motivated and experienced professionals to join our. This role is ideal for candidates with a proven track record ...Show moreLast updated: 5 hours ago
    • Promoted
    Associate - Business Acquisition (Property Onboarding)

    Associate - Business Acquisition (Property Onboarding)

    Vianaar HomesAlappuzha, IN
    Acquisitions / Business Development – Property Onboarding.Ideally 1-3 years’ experience in property onboarding and lease signing. Lead Generation & Property Acquisition.Establish and achieve clear a...Show moreLast updated: 14 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdkollam, kerala, 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: 16 days ago
    • Promoted
    Acquisition Manager

    Acquisition Manager

    Motilal Oswal Financial Services LtdKollam, 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: 6 days ago
    • Promoted
    Associate Account Manager - Recruitment

    Associate Account Manager - Recruitment

    Brightpath Associates LLCKottayam, IN
    We are looking for Candidates from 2 year to 8 year of experience • • • • • • •.Please do not apply if you are more than 8+years of exp, will be over qualified. We are looking from only US staffing backgro...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Banking Officer

    Banking Officer

    Discoveries QuintessentialKottayam, IN
    Hiring : Branch Sales Officer – Branch Banking (CASA & KYC Focus).We are looking for motivated and experienced professionals to join our. This role is ideal for candidates with a proven track record ...Show moreLast updated: 6 hours ago
    • Promoted
    • New!
    Senior Relationship Manager

    Senior Relationship Manager

    CredvestKottayam, IN
    Develop and implement strategic sales plans to achieve company goals and objectives.Lead, motivate, and mentor the sales team to ensure high levels of performance and productivity.Set sales targets...Show moreLast updated: 5 hours ago
    • Promoted
    Affiliate & Retention Manager (iGaming)

    Affiliate & Retention Manager (iGaming)

    Valor.PartnersKottayam, 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: 7 days ago
    • Promoted
    • New!
    We are hiring SLI Relationship Manager-Rajasthan

    We are hiring SLI Relationship Manager-Rajasthan

    HDFC Bank LimitedKottayam, IN
    We are hiring RM-SLI || Across Rajasthan State || 3-8 Years.RM Is responsible for Acquiring new customers and maintain the accounts of existing customers at the branch level so that Business object...Show moreLast updated: 5 hours ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdKottayam, 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
    • New!
    Regional Relationship Manager

    Regional Relationship Manager

    NxtWaveKottayam, IN
    The Regional Relationship Manager (Affiliate Admissions) will be responsible for expanding, managing, and driving admissions through the affiliate and channel partner network.The role requires stro...Show moreLast updated: 5 hours ago
    • Promoted
    Hiring for Remote Opportunity- SAP TSM Role

    Hiring for Remote Opportunity- SAP TSM Role

    HCLTechKollam, IN
    Remote
    Primary contact for the customer regarding technology discussions.Recognized as the escalation point for technical issues for the ECS customer landscape. Deep understanding of customer landscape and...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    Partnerships Manager

    Partnerships Manager

    PamGro - Employer of RecordAlappuzha, IN
    Partnerships Manager, EOR Business : .We are looking for a Partnerships Manager to join our team in Gurgaon.This is a full-time, onsite position where you will be responsible for driving strategic al...Show moreLast updated: 5 hours 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: 20 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Motilal Oswal Financial Services LtdKottayam, 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
    Business Development- Distribution Corporate tie up NDs, and Banks

    Business Development- Distribution Corporate tie up NDs, and Banks

    Talent Leads HR Solutions Pvt LtdAlappuzha, IN
    AMC or Mutual Fund client is looking out.Reports to (Position) : SVP & Head – Business Development.Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups.Manag...Show moreLast updated: 16 days ago