Walk-In Drive In Vijayawada For Sr. Relationship Manager

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 +( Direct Sales)

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage.

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Walk In address

Bajaj Capital Ltd ,Door No 40-5-1, 1st Floor, Siri Square, Tikkale Road, Mg Road, Vijayawada - 520010.

Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com & WhatsApp- +91-9092930867