Hiring for the role of Relationship Manager| @ Bajaj Capital

Desired Candidate Profile

We @ Bajaj Capital are recruiting for the role of Relationship/ Sr. Relationship Manager across Vijayawada. The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

Key Job Responsibilities:

• Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
• 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 clients 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 like LI, MF, FI, GI and other liabilities products
• Update and cross sell products and services to existing clients and update them about the primary and secondary market trends
• Ensure regular connect with pending leads/references
• Update self regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
• Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
• Share regular communications with client regarding information, research and material of the organization
• Conduct regular marketing acitivities with the branch marketing and product team by showcasing our products and features and generate leads

If Interested, kindly contact: Neha Rawat- 8979940***

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   relationship manager life insurance general insurance mutual fund sales executive casa area sales manager sales officer assistant sales manager direct sales cross selling Branch Manager