Relationship Manager/wealth Manager @ Bajaj Capital

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Relationship Manager/wealth Manager

Bajaj Capital
1 - 6 years
Delhi, NCR
4 years ago
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Job Description

"Opportunities don't happen, you create them"

We at Bajaj Capital Ltd. are hiring up for the role of a Relationship Manager/Sr 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 Mutual funds or Life Insurance should only apply

Location- Delhi/NCR, Mumbai, Kolkata

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.
Direct-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.

Interested candidates can share their updated cv's at aakankshi.kachroo @ bajajcapital .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
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization

Contact Details:

Company: Bajaj Capital Limited
Location(s): Delhi, NCR

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Keyskills: NISM HNI Sales lead generation Financial Planning portfolio management mutual funds wealth management cross selling new client acquisition life insurance direct sales

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₹ 2,00,000 - 6,50,000 P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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...

Relationship Manager/wealth Manager @ Bajaj Capital

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