Bajaj Finserv Asset Management Limited, a wholly-owned subsidiary of Bajaj Finserv Limited, offers a range of investment solutions designed to grow your wealth over the long term. Backed by the trust of millions of happy customers and a highly experienced management team, we aim to address the evolving investment needs by delivering innovative products. Our goal is to build a new-age, future-ready Asset Management Company, offering multiple funds and solutions to help investors achieve their financial goals.

Role Description

This is a full-time, on-site role for a Relationship Manager located in Bengaluru. The Relationship Manager will be responsible for building and maintaining strong client relationships, offering investment advice, understanding client needs, and providing appropriate financial solutions. The role involves regular client meetings, managing client portfolios, and ensuring customer satisfaction. Additional responsibilities include collaborating with internal teams to offer the best services and solutions to clients and staying updated with market trends and investment products.

Qualifications

Strong relationship management and client service skills
Knowledge of financial markets, investment products, and financial planning
Excellent communication and interpersonal skills
Ability to analyze client needs and propose suitable investment solutions
Proficiency in portfolio management and customer satisfaction strategies
Experience in sales and client retention in the financial sector
Bachelor&aposs degree in Finance, Business, Economics, or a related field
Certification in financial planning or related qualifications is a plus
Ability to work effectively as part of a team

More Jobs at Bajaj Finserv Asset Management Ltd

Relationship Manager

bengaluru, karnataka, india

Experience: Not specified

Salary: Not disclosed

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Relationship Manager