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 recent 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
[email protected] or Dm me.
📌 Senior Relationship Manager (Satna)
🏢 Bajaj Capital
📍 Satna