Roles and Responsibilities

- Manage relationships with Retail and HNI Clients to acquire current clients and expand existing ones.

- Identify potential investors through networking, referrals, and market research.

- Conduct product demonstrations, presentations, and pitches to showcase investment products such as mutual funds, insurance sales, bonds, AIFs, PMS & structured products.

- Provide personalized financial planning advice to clients based on their risk tolerance and investment goals.

- Meet monthly targets for acquiring new retail clients and achieving revenue growth.

Desired Candidate Profile

- 1-6 years of experience in B2C Sales or Direct Sales with a focus on Wealth Management or Investment Banking.

- Strong understanding of various types of investment products including Mutual Funds Sales, Insurance Sales, Bonds etc. .

- Strong communication skills with ability to build strong relationships with high net worth individuals.

- Ability to work independently with minimal supervision while meeting tight deadlines.

📌 Bajaj capital Hiring Senior Investment Relationship Manager (Bengaluru)
🏢 Bajaj Capital
📍 Bengaluru