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 robust 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 solid 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