Relationship Manager / Sr Relationship Manager @ Bajaj Capital

Job Description

Job Description :-

1. Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to the new set of customers and building depth within the existing relationships.

2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.

3. Formulating strategies for expanding the client base by providing investment advice to the clients.

4. Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company

5. Cross-sell products and services to both new & existing clients according to their need.

6.Responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.

7. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. 

Job Classification

Industry: Banking / Financial Services / Broking,
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization

Contact Details:

Company: Bajaj Capital Limited
Company: Bajaj Capital

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Keyskills:   Wealth Management Mutual Funds New Client Acquisition Cross Selling Relationship Management Insurance Direct Sales Financial Products Strategy Formulation Market Intelligence HNI Client Handling