Urgent Opening- Relationship Manager/ Sr Relationship Manager

3 weeks ago

New Delhi, India Bajaj Capital Ltd Full time

JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: * 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.. * 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 client.KEY SKILLS: Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance. 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.Interested Candidate can mail there resumevaradarajan.dittakavi@bajajcapital.com

  • Relationship Manager

    3 days ago

    New Delhi, India Tax Manager Full time

    Job Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Relationship Manager

    1 day ago

    New Delhi, India SR Jungle Resort Full time

    SR Jungle Resort is expanding our corporate and community outreach initiatives. We are seeking a driven and relationship-focused professional who can represent our resort and build strong connections with corporate groups, associations, and communities to increase bookings and brand presence.Key Responsibilities- Develop and maintain strong relationships...

  • Urgent Opening- Relationship Manager/ Sr Relationship Manager

    2 weeks ago

    Delhi, India Bajaj Capital Ltd Full time

    JOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: MaduraiFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate joiner/ 15 days /...

  • Relationship Manager

    3 days ago

    New Delhi, India Bs2 Hire Path of Career Solution Full time

    Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to...

  • Relationship Manager

    3 days ago

    New Delhi, India BS2 Hire (Path of Career Solution) Full time

    job description1. to identify and acquire the customers 2. maintaining the relationship with the customers. 3. retention of customers 4. to cross-sell the investment party products 5. to ensure to reach the revenue target. acquiring new and prospective customers understanding the requirements of the prospect. providing clients with advices that helps them to...

  • Relationship Manager

    1 day ago

    New Delhi, India upGrad Rekrut Full time

    Hiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...

  • Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

    3 weeks ago

    New Delhi, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth Management Job Profile:Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference...

  • Urgent Opening- Sr Manager/ Chief Manager- Wealth Management

    4 weeks ago

    New Delhi, India Bajaj Capital Ltd Full time

    Urgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth Management Job Profile:Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference...

  • Sr. Relationship Manager

    2 days ago

    Delhi, Delhi, India Tata Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DescriptionSr. Relationship Manager – Wealth  REPORTS TO (SOLID & MATRIX):      Business Unit: Tata Capital Limited Department:  Wealth Sub Function: Sales      Job PurposeDirect Reports (Position Title)The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing...