Walkin Drive for the role of Relationship @ Bajaj Capital

Desired Candidate Profile

Dear Aspirants,

Inviting applications for position of Sr. Relationship Manager/ Relationship Manager.

Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added advantage.

A Walk-in drive has been arranged for the same, kindly visit:

Venue: Bajaj Capital Ltd, 1st floor, Siri Square, 40-5-1, Tikkle Road, Opp Hotel DV Manor, Vijaywada- 520010
Timing: 11 AM- 5 PM
Contact Person: Sudhakar Reddy

Kindly carry your updated resume & the dress code is formals.

Relationship Manager will be responsible for acquiring new clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation.

Roles and Responsibilities:

• 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.
• The products will include all the liability products like life insurance, general insurance, mutual funds, fixed income etc & it is a direct sales channel.

In case of queries call  Shalu: 8929424*** / or drop resume's on:  sh********s@ba*********l.com

Contact Details:

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Keyskills:   Life Insurance General Insurance Mutual Funds Direct Sales New Client Acquisition relationship manager HNI Acquisition Revenue Generation Liability Products