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Hiring For Relationship Manager (tn & Kl) - Direct Sales @ Bajaj Capital

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 Hiring For Relationship Manager (tn & Kl) - Direct Sales

Job Description


Conduct daily sales calls 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 portfolios on a regular basis and provide guidance accordingly.
  • Achieve financial goals of the clients through various product lines.
  • 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 the organisation's information, research and material.

Desired Candidate Profile
1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage


Perks and Benefits
Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year)Interested candidates with relevant experience are requested to share CVs at r.*********i@ba*********l.com also WhatsApp on 8220731***


Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading,
Role Category: Life Insurance
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Salem

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Keyskills:   Life Insurance insurance relationship manager Insurance Broking Client Relationship Manager Investment Advisory RM Direct Channel Client Relationship Direct

 Fraud Alert to job seekers!

₹ 2-7 Lacs P.A

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Bajaj Capital

Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...