Relationship Manager

1 week ago

GTB Nager, 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.

  • Relationship Manager

    3 weeks ago

    GTB Nager, India upGrad Rekrut Full time

    About the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...

  • Relationship Manager

    1 day ago

    GTB Nager, India Manpower Full time

    Dear Connections,We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon.Role: RM-Customer Engagement (HNI/UHNI)Location: Delhi/ GurgaonExp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds...

  • Relationship Manager

    4 weeks ago

    GTB Nager, India Policybazaar Full time

    Position: Relationship Manager - HNILocation: Delhi NCR, Banglore, Hyderabaad.About Policybazaar:As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased...

  • Relationship Manager

    1 week ago

    GTB Nager, India Policybazaar Full time

    Position: Relationship Manager - HNI Location: Delhi NCR, Banglore, Hyderabaad. About Policybazaar: As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and...

  • Client Relationship Manager

    24 hours ago

    GTB Nager, India Spectral Consultants Full time

    Job Title: Client Relationship Manager Location: Pitampura ,DelhiEmployment Type: Full-TimeAbout Us:We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals. To expand our client network and strengthen market presence, we're looking for a dynamic and results-driven Client...

  • Client Relationship Manager

    3 weeks ago

    GTB Nager, India The Good Road Full time

    We are looking for a Client Relations Manager to create and nurture long-term relationships with customers and clients. You will help plan the gifts with the clients with the right recommendations of products and packaging, and resolve any issues that arise to ensure clients are satisfied with our services.In this role, you should be an excellent...

  • Client Relationship Manager

    3 weeks ago

    GTB Nager, India The Good Road Full time

    We are looking for a Client Relations Manager to create and nurture long-term relationships with customers and clients. You will help plan the gifts with the clients with the right recommendations of products and packaging, and resolve any issues that arise to ensure clients are satisfied with our services. In this role, you should be an excellent...

  • PR & Media Relationship Manager

    1 week ago

    GTB Nager, India The Hiring Company Full time

    Job Title: Media Relations Executive / Media Relationship Manager Department : Communications / PR / Marketing Location: (Delhi and Jaipur) Job Type: (Full-time) Job Summary: We are looking for a dynamic and proactive Media Relations Executive / Manager to manage and strengthen our relationship with media professionals, journalists, and news agencies....

  • Relationship Officer

    23 hours ago

    GTB Nager, India TRDFIN Support Services Pvt Ltd Full time

    We are seeking a dynamic and results-driven Relationship Officer – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.Key Responsibilities:Generating business through DSAs,...

  • Client Relationship Developer

    3 days ago

    GTB Nager, India beBeeAccount Full time ₹ 90,00,000 - ₹ 1,20,00,000

    **Job Title:** Key Account ManagerAs a Key Account Manager, you will play a pivotal role in driving business growth and profitability by formulating customer-centric strategies and deploying resources effectively. The successful candidate will be responsible for charting out sales and marketing strategies for their respective territory, contributing towards...