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Opening For Sr. Relationship Manager/ Wealth @ Bajaj Capital

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 Opening For Sr. Relationship Manager/ Wealth

Job Description

We at Bajaj Capital Ltd. are hiring up for the role of a Relationship Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. Candidates having experience in Life Insurance or general insurance or mutual funds will be preferred.

Roles and Responsibilities:
  • Based on your experience and company's profile you will be responsible for some/all of the following:-
  • Procuring the potential clients through networking, database, market analysis and references.
  • Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
  • Managing and improving relationship values through clienteling.
  • Liaison with operations team to resolve queries and revenue generation.
  • Comply with organizational guidelines and norms.
  • Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
  • Achieving financial goals and maintaining organization brand value.

Why should you be a part of us:

  • Best leaders form our umbrella brand.
  • The company has a huge badge in the industry for over 53 years
  • Best salaries offered with lucrative incentives & benefits.
  • Consistent ascend of opportunities and career growth.


Thanks & Regards,
PARUL GARG
Human Resources
(Talent acquisition)
Bajaj Capital Ltd.
8802740***/  pa***g@ba*********l.com

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Channel Sales
Role: Channel Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization, Graduation Not Required
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization

Contact Details:

Company: Bajaj Capital Limited
Location(s): Chennai
Website: http://www.bajajcapital.com

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Keyskills:   revenue generation Client Acquisition cross selling life insurance Upselling Sales relationship management Relationship Manager hni client handling wealth management mutual funds financial planning general insurance

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Bajaj Capital

Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...