Relationship Manager (Kolkata)

Relationship Manager (Kolkata)

06 Aug
|
Bajaj Capital
|
Kolkata

06 Aug

Bajaj Capital

Kolkata

Roles and Responsibilities :

- Develop and maintain strong relationships with existing clients to increase revenue generation through upselling and cross-selling of financial products.
- Identify recent business opportunities by prospecting for potential clients and acquiring new ones through direct sales efforts.
- Collaborate with internal teams to provide comprehensive wealth management solutions to high net worth individuals (HNIs) and corporate clients.
- Analyze market trends, competitor activity, and customer needs to stay ahead in the competitive landscape.

Job Requirements :

- 2-10 years of experience in b2c sales, client acquisition, or related fields such as life insurance or mutual funds.
- Strong understanding of investment products including Mutual fund , fixed income , Life Insurance , PMS etc. .
- Proven track record of generating revenue growth through effective relationship management skills.

📌 Relationship Manager (Kolkata)
🏢 Bajaj Capital
📍 Kolkata

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