Role: Relationship Manager/ Sr. Relationship Manager

CTC: Its not constrain for right candidate (Its Negotiable).

Experience: 1+ Year

Location: THIRUVANANTHAPURAM

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Total Openings - 10

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. l

Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. l

- Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors,must provide sound and reliable advice to clients.Role & responsibilities

📌 Relationship Manager / Senior Relationship Manager (Thiruvananthapuram)
🏢 Bajaj Capital
📍 Thiruvananthapuram