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Profile shortlisted For Relationship Manager @chennai location

Profile shortlisted For Relationship Manager @chennai location

Bajaj Capital

1 - 6 years

3 - 7 Lacs

Chennai

Posted:2 weeks ago| Platform:

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Skills Required

Financial Services Relationship Management wealth manager Financial Products Sales B2C Sales Direct Sales Insurance Sales Mutual Funds Sales Wealth Management HNI Sales Senior relationship Manager Insurance Field Sales MF Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Mega Hiring: Relationship Manager / Sr. Relationship Manager / Deputy Branch Manager Location: Chennai Openings: 20+ | Experience: 1+ Years | Notice Period: Immediate / 15 Days / 1 Month CTC: Negotiable for the right candidate Education: Any Graduate Industry: BFSI, Investments & Trading Employment Type: Full-time, Permanent Role Overview: We're looking for dynamic professionals with experience in direct sales (insurance/mutual funds) to join our growing team. Your role will involve acquiring new clients, managing portfolios, and offering personalized investment solutions. Key Responsibilities: *Acquire and manage client relationships through daily sales calls *Understand client needs and recommend suitable financial products *Conduct portfolio reviews and suggest rebalancing *Cross-sell mutual funds, insurance, and other investment products *Stay updated on market trends and attend product trainings *Collaborate with marketing for lead generation campaigns Required Skills & Knowledge: *Strong product knowledge: Mutual Funds, Life & General Insurance, Fixed Income *Wealth & Portfolio Management expertise *Financial Planning and Investment Advisory *Excellent communication and interpersonal skills *Analytical mindset and target-driven approach *Knowledge of regulatory compliance Preferred Profile: Candidates with 1-8 years of experience in Wealth Management, Financial Planning, and Investment Advisory, with exposure to products like Insurance, Mutual Funds, PMS, AIF, etc. If interested please share your cv to Harini Sree - 6381629673

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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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Profile shortlisted For Relationship Manager @chennai location

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