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

Urgent Opening- Relationship Manager / Sr Relationship Manager

Bajaj Capital LtdNadiad, IN
6 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 : 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 • Nadiad, IN

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialAhmedabad, Anand
    Team Building : Take ownership of building a high-performing sales team by leveraging your personal and professional network. Recruit, onboard, and retain talented team members to strengthen the bran...Show moreLast updated: 11 days 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: 5 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    KG Engineering & ConsultancyAhmedabad, Republic Of India, IN
    SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business.S) He is going to be the responsible for generating business from the client with the help of team.S) He would be responsi...Show moreLast updated: 7 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)

    Mashreqahmedabad, 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: 7 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdanand, 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: 7 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutanand, gujarat, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 7 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    CleardealsAhmedabad, Republic Of India, IN
    At Cleardeals, we are on a mission to revolutionize the real estate industry by disrupting the traditional broking model. Our commitment is to provide a seamless, no-brokerage experience for our cli...Show moreLast updated: 2 days ago
    • Promoted
    Investment Relationship Manager

    Investment Relationship Manager

    HDFC securitiesAhmedabad, Republic Of India, 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: 4 days ago
    • Promoted
    Relationship Manager - HNI Sales / Stock Broking & Investments

    Relationship Manager - HNI Sales / Stock Broking & Investments

    ConfidentialAhmedabad
    Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships.Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF. Would establish strong ties wi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager- MIB

    Relationship Manager- MIB

    YES BANKAhmedabad, Gujarat, India
    The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 30+ days ago
    • Promoted
    MSME Relationship Manager

    MSME Relationship Manager

    YES BANKAhmedabad, Republic Of India, IN
    The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 28 days 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
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India
    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
    Relationship Manager

    Relationship Manager

    AAA Globalahmedabad, gujarat, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager - Partnership and Alliance

    Relationship Manager - Partnership and Alliance

    RATNAAFINAhmedabad, Gujarat, India
    Manage day-to-day coordination with partner teams for smooth credit operations.Monitor portfolio performance and support in maintaining portfolio quality. Assist in collection follow-ups on overdue ...Show moreLast updated: 24 days ago
    • Promoted
    Inside Sales - Alumni Relations

    Inside Sales - Alumni Relations

    Consult SPvadodara, gujarat, 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: 28 days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutvadodara, gujarat, 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: 7 days ago