Relationship Manager

2 - 7 years

3 - 5 Lacs

Posted:6 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

>Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios.
  • Identify potential investment opportunities through market research, industry trends, and competitor analysis.
  • Develop and implement effective sales strategies to achieve revenue targets for mutual funds, insurance products, wealth management services, HNI acquisition, B2C sales, direct sales, portfolio management, and investment products.

What we required ?

>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 clients

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Bajaj Capital logo
Bajaj Capital

Financial Services

New Delhi

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