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Urgent Opening- Relationship Manager/ Sr Relationship Manager @ Bajaj Capital

Home > BFSI, Investments & Trading - Other

 Urgent Opening- Relationship Manager/ Sr Relationship Manager

Job Description

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location.


Salary is not a constraint for right candidates. Interested aspirants can share CV to sh*******s@ba*********l.com also what's app CV on 8431162***.

Job Description -


  • As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
  • You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
  • You also counsel them on what their short-term and long-term goals are.
  • Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
  • Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
  • Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
  • 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

Knowledge:


  • 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.

Location - Bangalore

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Bengaluru

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Keyskills:   Mutual Funds Financial Advisory Wealth Management Relationship Management Portfolio Management Life Insurance Wealth manager Direct Sales Third Party Products Sales Field sales Sales manager Insurance Investment Advisory Investment Products

 Fraud Alert to job seekers!

₹ -6.5 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...