[TH-310] Relationship Manager /Senior Relationship Manager

[TH-310] Relationship Manager /Senior Relationship Manager

13 Nov
Bajaj Capital

13 Nov

Bajaj Capital


Job Purpose

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.

- Achieving Revenue Targets.

- Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at Bajaj Capital.

- Maintaining long term relationships with existing clients to increase revenue base for Bajaj Capital.

- Share daily business data from respective clients with the branch client service officer

- Ensure and drive uniform focus on all products to meet the volume targets with high utilization of digital platforms and keeping in mind organization ethics

- Knowledge, Skills & Attributes

Desired Candidate Profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits

Incentives Monthly + Reimbursements + Rewards & Recognition

Interested candidates with relevant experience are requested to share CVs at [email protected]

Contact Person : Pawan Kumar Prasad

The original job offer can be found in Kit Job:

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