Senior Relationship Manager/ Relationship
- Bajaj Capital
- 1 - 6 yrs
- Hyderabad
- 5 years ago
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Desired Candidate Profile
We are hiring for the role of Relationship Manager, who will be responsible for acquiring new clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation.
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
Contact Details:
Keyskills: hni client handling wealth management mutual funds life insurance financial planning general insurance relationship manager portfolio manager mutual fund health insurance direct sales direct marketing direct sales insurance
Bajaj Capital
Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...
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