Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital LtdPushkar, IN16 days ago
Job descriptionConduct timely and regular follow ups with the leads and tag them on broadcasts Increase client database by meeting new clients and taking references from the Review and diversify existing client portfolio on a regular basis and provide Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the Update self-regarding all schemes, products and solutions by regularly attending Share regular communications with client regarding information, research and Wealth / Portfolio Management understand client portfolio in terms of their risk Financial planning / Investment Advisory have thorough financial and sector Product Knowledge have a detailed knowledge of all products related to Life Wealth / Portfolio Management understand client portfolio in terms of their risk Financial planning / Investment Advisory have thorough financial and sector
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.
and new articles.
existing ones and hence build AUM and AUA for the branch.
guidance accordingly.
primary and secondary market trends.
trainings.
material of the organization..
and reward appetite and assist them to achieve their financial goals
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 :
Insurance, general insurance, fixed income, mutual funds, etc.
and reward appetite and assist them to achieve their financial goals.
knowledge as well knowledge of competitors, must provide sound and reliable advice
to clients.
Interested Candidate can mail there resume
meghna. dwivedi@bajajcapital.com
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Relationship Manager • Pushkar, IN
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