Senior Relationship Manager

Bajaj Capital is currently hiring for Relationship Manager/ Sr. Relationship Manager across the entire North covering Delhi/NCR with minimum of 1 Year of experience -12 years

-The role focuses on Client Acquisition,HNI Client Handling , Relationship Management, AUM Growth and Portfolio Management.

-The product suite includes Mutual Funds, Insurance, Corporate FDs , PMS , AIF, etc.

-It's B2C Segment and Direct Channel.

- Graduation is mandatory in any field.

• 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 new 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

To apply share your updated CV at [email protected]