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Mega Walk-In Drive In Vijayawada For Sr. Relationship Manager

1 - 6 years

4 - 8 Lacs

Vijayawada

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Relationship Management Retirement Planning HNI Portfolio Management Life Insurance Direct Sales Mutual Funds Sales Motor Insurance NISM General Insurance Wealth Management Fixed Deposits Financial Planning Health Insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com

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Bajaj Capital
Bajaj Capital
www.bajajcapital.com

Financial Services

New Delhi

501-1000 Employees

119 Jobs

    Key People

  • Tamal Kanti Sadhukhan

    MD & CEO

  • Mitali Bajaj

    Director

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