Job Description
Dear Candidate,
Greetings from Bajaj Capital
Bajaj Capital is looking for a Relationship Manager, who will be responsible for managing the portfolio of the clients(HNI & Ultra HNI) for providing them with better investment solutions & services to facilitate easy wealth creation.
Location: Delhi NCR/ Bangalore
Experience Required for Job:
- Min 2 years of experience in selling Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/Fixed Income Products.
- Should be from a direct sales background.
- Local candidates/clients are mandatory.
- Education background: Min Graduate.
- Preferred Industry - NBFC.
- Preferred Product experience - Mutual Fund and Life Insurance.
Key Job Responsibilities:
- Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
- Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal
- Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM
- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
- Achieve financial goals of the clients through various product line like Life Insurance, Mutual Funds, Fixed Income, General Insurance and other liabilities products
- Update and cross-sell products and services to existing clients and update them about the primary and secondary market trends
- Ensure regular connect with pending leads/references
- Update self-regarding all schemes, products and solutions by regularly attending training and reading NFOs
- Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
- Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
Note::
If you are not interested in this opening, requesting you to refer this email to your colleagues, friends and the people who might be interested in this opening.
Thanks & Regards,
Saumya Srivastava
HR Talent Acquisition Team