Relationship Manager / Senior Relationship
- Bajaj Capital
- 1 - 5 years
- Guwahati
- 10 months ago
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Job Description
Job Description:
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.
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
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
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information
clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong
logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request
for documentation
To have the best of the talent in our company
Locations Hiring -
Chandigarh , Ludhiana , Kolkata (Ezra Street ,Lord Sinha Road ,North Kolkata , Salt Lake, Salt Lake sector 5 , South Kolkata) , Dhanbad , Patna , Bhubaneswar and Assam.
Salary Package -
upto 6 LPA +incentive +reimbursement (No caping on incentive )
If interested then please share your resume at -
sa************h@ba*********l.com
7906555***
Job Classification
Industry: Financial Services (Broking)Functional Area:
Role Category: Life Insurance
Role: Life Insurance
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in Any Specialization, CA in CA
Doctorate: Doctorate Not Required
Contact Details:
Company: Bajaj CapitalLocation(s): Guwahati
Keyskills: Wealth Management Direct Channel Sales investment advisory portfolio management Financial Advisory life insurance
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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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