Hiring For Relationship Manager @ A & J Global

Job Description

Hi Candidates

Greetings of the day

We are hiring for,

Relationship Manager /Senior Relationship Manager

Relationship Manager /Senior Relationship Manager-Mutual Fund, LI,GI,HI & Direct Sales.

Job Purpose
The purpose of this role is to acquire new clients and increase engagement of existing clients by
providing complete financial planning solutions to them basis their risk and reward appetite keeping in
mind the revenue targets of the branch.

Key Job Responsibilities

Acquire new clients and Increase engagement of existing clients by providing complete
financial planning solutions.
Conduct daily sales call 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 and AUA for the branch
Review and diversify existing client portfolios on a regular basis and provide guidance
accordingly.
Achieve financial goals of the clients through various product lines like LI, MF, FI, GI 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 connection 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.
Share regular communications with clients regarding information, research and material of the
organization.

Conduct regular marketing activities with the branch marketing and product team by showcasing
our products and features and generating leads.
Achieving Revenue Targets.
Ensure that revenue for the total review period meets the target revenue targets basis the vintage
and the guidelines and compliances at Bajaj Capital.
Maintaining long term relationships with existing clients to increase revenue base for Bajaj
Capital.
Share daily business data from respective clients with the branch client service officer
Ensure and drive uniform focus on all products to meet the volume targets with high utilization of
digital platforms and keeping in mind organization ethics
Knowledge, Skills & Attributes

Regards,

Hr Team

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   business development relationship management sales