Role & Responsibilities

- Acquire and manage retail and HNI clients by offering investment solutions.
- Promote and sell investment products such as Mutual Funds, Insurance, PMS, AIF, Fixed Deposits, and other wealth management products.
- Generate current business through self-sourcing, references, and open market activities.
- Build and maintain strong client relationships while identifying opportunities for cross-selling and upselling.
- Achieve assigned sales targets and contribute to business growth.
- This is a direct sales role where candidates are expected to acquire and develop their own client base.
- Attractive monthly incentives and travel allowance are provided based on performance.

Preferred Candidate Profile

- Experience in selling Mutual Funds and/or Insurance products is mandatory.
- Candidates with an existing client base or strong market network will be preferred.
- Must be a local candidate from the hiring location.
- Excellent communication and interpersonal skills are required.
- Prior experience in wealth management, financial services, banking, or investment advisory will be an added advantage.

📌 Investment Relationship Manager (Hyderabad)
🏢 Bajaj Capital
📍 Hyderabad