Roles & Responsibilities
Conduct daily sales calls with prospective clients to identify their financial needs.
Provide suitable financial solutions and recommend investment schemes based on client requirements and goals.
- Follow up regularly with leads and engage them through broadcasts and relevant market updates.
- Expand the client database through recent client acquisition and referrals from existing clients.
- Build and grow branch AUM (Assets Under Management) and AUA (Assets Under Advisory).
- Review and diversify existing client portfolios periodically and provide appropriate investment guidance.
Help clients achieve their financial goals through various financial products.
- Cross-sell products to existing clients and keep them informed about primary and secondary market trends.
- Stay updated on all products, schemes, and solutions by attending regular training sessions.
- Share research reports, market updates,



and organizational communications with clients.
- Conduct marketing activities in coordination with regional marketing and product teams to generate quality leads.
- Desired Candidate Profile
Strong knowledge of financial products including Mutual Funds, Life Insurance, General Insurance, Fixed Income, Bonds, Fixed Deposits, and Home Loans.
- Good understanding of Wealth Management and Portfolio Management.
- Ability to assess clients' risk appetite and recommend suitable investment solutions.
- Sound knowledge of Financial Planning and Investment Advisory.
Positive understanding of financial markets, industry trends, and competitor offerings.
- Robust communication, relationship management, and client servicing skills.
- Ability to provide reliable and need-based financial advice.

📌 Relationship Manager /senior Relationship Manager Tamil Nadu
🏢 Bajaj Capital
📍 Tamil Nadu