Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.
CTC: Its not constrain for right candidate (Its Negotiable).
Experience: 1+ Year
Location: Tamil Nadu & Kerala
Functional Area: BFSI, Investments & Trading.
Employment Type: Full Time, Permanent.
Education: Any Graduate.
Total Openings - No. 30+
Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
Note- Must have experience into Direct sales (insurance/mutual fund)
ROLES AND RESPONSIBILITIES:
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
¢ Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
¢ Increase client database by meeting current clients and taking references from the existing ones and hence build AUM and AUA for the branch.
¢ Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
¢ Achieve financial goals of the clients through various product line.
¢ Update and cross sell products to existing clients and update them about the primary and secondary market trends.
¢ Update self-regarding all schemes, products and solutions by regularly attending trainings.
¢ Share regular communications with client regarding information, research and material of the organization.
¢ Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.
¢ Desired Candidate Profile
¢ Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
¢ Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
¢ Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.
KEY SKILLS:
Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance.
KNOWLEDGE:
* Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income,mutual funds, etc.
* Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.
* Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors,must provide sound and reliable advice to clients.
📌 Relationship Manager (Coimbatore)
🏢 Bajaj Capital
📍 Coimbatore
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