1 - 6 years
3 - 7 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
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
Job Role: Sales (Financial Adviser for client)
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.
Bajaj Capital
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