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Relationship Manager

Relationship Manager

Bajaj Capital

2 - 7 years

1 - 5 Lacs

Mumbai Pune Ahmedabad

Posted:4 hours ago| Platform:

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Skills Required

B2C Sales Wealth Product Sales Life Insurance Direct Channel Sales Direct Sales Bonds Fixed Deposits Insurance Sales Mutual Funds Sales Direct Channel FD Investment Products

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

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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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