Senior Relationship Manager (Bengaluru)

Senior Relationship Manager (Bengaluru)

06 Nov
|
Bajaj Capital
|
Bengaluru

06 Nov

Bajaj Capital

Bengaluru

Key Responsibilities :-

1. Build and maintain solid relationships with clients.

2)Understand Customers financial goals and recommend suitable investment solutions. 3)Promote and sell mutual fund, Corporate FDs, PMS, AIF, and Insurance.

4)Conduct regular portfolio reviews and provide Investment updates.

5)Achieve monthly sales and business targets.

6)Deliver excellent customer service and ensure long-term client engagement.

7)Coordinate with internal teams for smooth onboarding and investment processing.

📌 Senior Relationship Manager (Bengaluru)
🏢 Bajaj Capital
📍 Bengaluru

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