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Sr. Relationship Manager / Wealth Manager

Sr. Relationship Manager / Wealth Manager

Bajaj Capital

1 - 6 years

4 - 8 Lacs

Madurai Coimbatore Thiruvananthapuram

Posted:1 month ago| Platform:

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Skills Required

Relationship Management Retirement Planning HNI Portfolio Management Life Insurance Direct Sales Mutual Funds Sales Motor Insurance NISM General Insurance Wealth Management Fixed Deposits Financial Planning Health Insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage. Interested Candidate can share their updated CV to 8220731236 or mail to r.sharumathi@bajajcapital.com

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Bajaj Capital

www.bajajcapital.com

Financial Services

New Delhi

501-1000 Employees

115 Jobs

Key People

Tamal Kanti Sadhukhan

MD & CEO
Mitali Bajaj

Director

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Sr. Relationship Manager / Wealth Manager