We are looking for a Relationship Manager to build and manage client relationships by offering. Suitable investment solutions. The role involves understanding customers' financial goals and helping them choose the right investment products.
Key Responsibilities
Build and maintain solid relationships with clients.
Understand customers' financial goals and recommend suitable investment solutions.
Promote and sell Mutual Funds, Corporate FDs, PMS, AIF, and Insurance.
Conduct regular portfolio reviews and provide investment updates.
Achieve monthly sales and business targets.
Deliver excellent customer service and ensure long-term client engagement.
Coordinate with internal teams for smooth onboarding and investment processing.
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📌 Investment Relationship Manager (Bengaluru)
🏢 Bajaj Capital
📍 Bengaluru
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