Relationship Manager

Job Description

Dear Candidate,

Opening in Bajaj Capital Ltd. for the post of Relationship Manager.

The Bajaj Capital Group is one of Indias 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 Networth Clients, among others. Bajaj Capital La Premier Group was created to cater to the needs of High Networth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-class management services to a select group of client

Job Profile:

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 clientportfolios 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 fulfil with appropriate products.

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).

Qualification- Graduate or MBA (Both can apply).

Dress Code-

Strictly Formals & Clean Shaved

Appearance - Neat & Clean