Urgent Opening- Relationship Manager/ Sr Relationship Manager
2 weeks ago
Role & responsibilities
Position: Relationship Manager/ Sr Relationship Manager
Job Description:
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.
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 Skills: 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
Preferred candidate profile
Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.
Perks and benefits
CTC- 4 lap - 8 lpa
Location- Delhi/ NCR ( Gurgaon, Noida , Delhi)
Interested Candidate can mail there resume to
meghna.dwivedi@bajajcapital.com
Regards
Meghna Dwivedi
Deputy Manager- Talent Acquisition
-
delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description: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...
-
new delhi, India Bajaj Capital Ltd Full timeRole & responsibilities Position: Relationship Manager/ Sr Relationship Manager Job Description: 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...
-
Relationship Manager
3 weeks ago
Delhi, India Mahindra Holidays & Resorts India Limited Full timePosition Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful sales...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Mahindra Holidays & Resorts India Limited Full timePosition Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr.Relationship ManagerJob Purpose:To make powerful and successful sales...
-
Senior Relationship Manager
4 weeks ago
Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience )Experience 4 years & AboveCertification NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as...
-
Senior Relationship Manager
4 weeks ago
Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience ) Experience 4 years & Above Certification NISM 5A Job Description : 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience )Experience 4 years & AboveCertification NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC SecuritiesMumbaiLocationFort, Vashi, Borivali, AndheriCTC upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification NISM 5AJob Description :1. Advising clients on trade related query.2. Building relationships with clients & educating them about Investments3. Client Acquisition as...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name - Sr Relationship ManagerLocation - BangaloreExperience Range yearsSalary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients,...
-
Relationship Manager
2 months ago
Delhi, Delhi, India timesjobs Full timePosition: Relationship ManagerExperience: Need more than 1 years in loan salesEducation: Any GraduationJob Description::Loan sales from open market.Meeting with clients.Advising and showing product.Promotional activities for groups.Explain benefits for each loan.Give best services to clients.Achieve sales targets.Get high incentives from loan sales.Keep in...
-
Relationship Manager
4 weeks ago
Delhi, Delhi, India timesjobs Full timePosition: Relationship ManagerExperience: Need more than 1 years in loan salesEducation: Any GraduationJob Description::Loan sales from open market.Meeting with clients.Advising and showing product.Promotional activities for groups.Explain benefits for each loan.Give best services to clients.Achieve sales targets.Get high incentives from loan sales.Keep in...
-
Relationship Manager
6 days ago
delhi, India Cashinvoice Full timeRole and Responsibilities:• Acquire, build and maintain the corporate relationships• Identify new business opportunities and structure customized supply chain finance solutions on both payables and receivable side of a corporate• Engage actively with CFO/Finance Team and Purchase/SCM teams at corporates to grow the corporate supply chain partner base...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Quotient Consultancy Full timeOpening in one of the reputed bank.Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially,...
-
Relationship Manager
4 weeks ago
delhi, India Quotient Consultancy Full timeOpening in one of the reputed bank.Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially,...
-
Relationship Manager
6 days ago
Delhi, India Cashinvoice Full timeRole and Responsibilities:• Acquire, build and maintain the corporate relationships• Identify new business opportunities and structure customized supply chain finance solutions on both payables and receivable side of a corporate• Engage actively with CFO/Finance Team and Purchase/SCM teams at corporates to grow the corporate supply chain partner base...
