Key Responsibilities

- Client Prospecting & Lead Generation: Make daily calls to prospective clients, identify their financial goals, and follow up regularly with relevant market updates and articles.

- Investment Advisory: Recommend tailored financial solutions and schemes that align with each client's specific requirements.

- Business & Portfolio Growth: Acquire new clients, gather references from existing clients, and increase branch AUM (Assets Under Management) and AUA (Assets Under Advice).

- Portfolio Management & Cross-Selling: Review and diversify client portfolios regularly, providing guidance and cross-selling suitable financial products.

- Product Basket: Sell and advise on a wide range of wealth and financial products, including Mutual Funds, SIPs, Life Insurance, General/Health Insurance, Fixed Income, and NPS

- Market Engagement & Learning: Conduct regional marketing activities to showcase company products, stay updated on market trends through regular training,



and share research materials with clients.

Key Requirements

- Education: Graduation is mandatory.

- Freshers: Fresh MBA graduates with valid NISM certifications and good market/product knowledge are encouraged to apply.

- Experience: 1 to 7+ years in financial sales or wealth management.

- Skills: Excellent communication, interpersonal, and analytical skills with a strong target-oriented mindset.

- Product Knowledge: In-depth knowledge of Mutual Funds, Life & General Insurance, Fixed Income, and other investment products.

- Advisory: Solid understanding of wealth management, financial planning, and client risk assessment.

How to Apply

Interested candidates can share their CV or contact:

- Contact Person: Himanshu Bhardwaj

- Phone / WhatsApp: (phone hidden) (Connect on WhatsApp for a faster response)

- Email: [email protected]

📌 Senior Relationship Manager | Delhi NCR
🏢 Bajaj Capital
📍 Delhi