30 Jul
|
Bajaj Capital
|
Jharkhand
30 Jul
Bajaj Capital
Jharkhand
Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Cross-sell third-party products such as mutual funds, PMS, AIFs, insurance, and other wealth management offerings to existing clients.
- Develop current business opportunities through direct sales efforts and cross-selling initiatives within the existing client base.
- Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.
Job Requirements :
- 1-8 years of experience in B2C sales or wealth management industry.
- Strong understanding of various investment products including mutual funds, PMS, AIFs, insurance etc. .
- Excellent communication skills for building strong relationships with HNI clients.
- Ability to meet targets set by the organization while maintaining a high level of customer satisfaction.
📌 Senior Relationship Manager (Jharkhand)
🏢 Bajaj Capital
📍 Jharkhand