Relationship Manager

3 weeks ago

Delhi, India Bajaj Capital Ltd Full time

Bajaj Capital is currently hiring Relationship Mangers for North Location.


Job Description:

  • 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 of the organization.
  • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.


Knowledge:

  • Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
  • Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
  • Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients


Skills:

  • Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication
  • Have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
  • Should be a confident individual and must conduct and present themselves well in front of client.
  • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability.
  • Work to achieve targets: Has ability to deal with stress and follow procedures.
  • Has good emotional stability and conscientiousness when dealing with achieving targets.
  • Should always identify opportunities for greater profit.
  • Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company.

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