Bajaj Capital is currently hiring for Relationship Manager/ Sr. Relationship Manager across the entire North covering Delhi/NCR with minimum of 1 Year of experience upto 12 years of experience.

-The role focuses on Client Acquisition,HNI Client Handling , Relationship Management, AUM Growth and Portfolio Management.

-The product suite includes Mutual Funds, Insurance, Corporate FDs , PMS , AIF, etc.

-It's B2C Segment and Direct Channel.

- Graduation is mandatory in any field.

- Conduct daily sales calling with prospective current 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

To apply share your updated CV at or Dm me.

📌 Senior Relationship Manager (India)
🏢 Bajaj Capital
📍 India