Senior Relationship Manager

Bajaj Capital

Chandigarh

Not disclosed

Work from Office

Full Time

Min. 3 years

Job Details

Job Description

Senior Relationship Manager

Company Description

About Bajaj Capital Limited:

1. Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. We are in the business of guiding our investors about putting their hard-earned money and helping them achieve their financial goals through wise decisions. Trust and goodwill form the fundamental basis of our relationships with people.
2. Here at Bajaj Capital, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Net worth clients, among others.
3. Over the last 60+ years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

Job Description

Urgently need in DIRECT SALES CHANNEL minimum 3 YEAR EXPERIENCE CANDIDATE

Please no candidate from BANK Insurance or Parent company OR B2B CHANNEL OR AGENCY CHANNEL

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 leads 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 portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross – sell products to existing clients and update them about the primary and secondary market
trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material

Qualifications

Graduation is a must.

Job role

Work location

Chandigarh, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 3 years

About company

Name

Bajaj Capital

Job posted by Bajaj Capital

This job has expired