Relationship Manager

Company Description

The Bajaj Capital Group is one of India’s premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers. We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Net worth Clients, among others. Bajaj Capital La Premier Group was created to cater to the needs of High Net worth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-class management services to a select group of client

Job Description

Job Description : Relationship Manager / Senior Relationship Manager

1. Incumbents will be responsible for financial advisory through the process of Financial Planning and to ensure revenue targets across products are met consistently.

2. Penetration of all products including Mutual Funds ( Major product), Insurance(LI & GI), FD, Bonds, IPO's, in all client portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.

3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios

4.Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfill with appropriate products.

Qualifications

Qualification- Graduate or MBA (Both can apply).

Additional Information

Desired Candidate Profile:

1. Apart from qualities mentioned above candidate should have high desire to excel in this field.

2. Candidate should have his Own Conveyance (will be reimbursed).