![Bajaj Capital Ltd](https://media.trabajo.org/img/noimg.jpg)
Urgent Opening- Relationship Manager/ Sr Relationship Manager
3 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- Across Mumbai, Pune, Ahmedabad, Nagpur, Baroda, Rajkot
Interested Candidate can mail there resume to
Regards
Shivani
Sr Executive- Talent Acquisition
-
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
1 week ago
India G&R Management Consultancy Pvt Ltd Full timeUrgent Opening For Relationship Manager 2, 70, , 00,000 P.A. | Hiring For MNC Company.Designation: Relationship ManagerJob Description:Trading on behalf of the clients.�Portfolio Management�Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products (LI/MFI)�Specialized Activities:Executing Trade...
-
Senior Relationship Manager
1 week ago
India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name - Sr Relationship Manager Location - Bangalore Experience Range years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to...
-
Tax Manager
1 month ago
india GST Manager Full timeJob Title: Taxation Manager We are seeking a highly motivated Chartered Accountant to join our team as a Taxation Manager. If you are passionate about tax management and eager to take your career to the next level, this is the opportunity for you. Key Responsibilities: - Lead and mentor a team of tax analysts. - Manage and oversee: - Income Tax Filing -...
-
Senior Relationship Manager
4 weeks ago
india SKS Enterpprises - Human Resource Planning and Management Full timePosition Name - Sr Relationship Manager Location - Bangalore Experience Range - 12 - 17 years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and...
-
Relationship Manager
4 hours ago
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...
-
Relationship Manager
3 weeks ago
india Arting Digital Private Limited Full timeJob Description Position Title: Relationship ManagerCTC: 5LPAExp: 2-4 Yrs of Sales experienceLocation: Delhi NCRWorking Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual FundsGood to have: Presentation skillsQualification: Any Graduate/Post Graduate/MBARoles and Responsibilities:- Role is to increase client base and...
-
Relationship Manager
3 weeks ago
india Quotient Consultancy Full timeOpening in one of the reputed bank. Job Description The 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....
-
Relationship Manager, Commercial
1 week ago
India Agensi Pekerjaan BTC Sdn Bhd Full timeJob Description Open Position: Relationship Manager, Commercial & SME Loan One of the top Financial institution in Malaysia is looking for Relationship Manager under the Commercial and Small Medium Enterprise (SME) segments and be based in the Selangor region.Key responsibilities include: Manage portfolio of existing and new Commercial and SME clients...
-
Relationship Manager
1 week ago
India Checkmate Full timeThe Enterprise Relationship Manager's role is to ensure the success of the integration for their client from the setup to after the integration is live by spearheading the Enterprise Cluster and building and maintaining relationships. Responsibilities Build and maintain relationships with our top clients along with Relationship Manager. Project management...
-
Relationship Manager
1 week ago
India Ffreedom Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...
-
Relationship Manager
2 months ago
india Ffreedom Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...
-
Relationship Manager
1 week ago
India Career Connect Full timeJob Opportunity: Relationship Manager at a Leading Real Estate FirmOur client, a prominent real estate company, is seeking a Relationship Manager to nurture and enhance client relationships. The ideal candidate will serve as the primary point of contact for clients, addressing inquiries, requests, and concerns post-purchase promptly and effectively. In...
-
Relationship Manager
1 month ago
india Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Bengaluru ,Mumbai , Ahmedabad Job Type: Full-time Education: MBA in Marketing Specialization Salary Range: 3.6 LPA to 4.8 LPA Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management Customer Acquisition Marketing &...
-
Relationship Manager
3 weeks ago
india Allsopp & Allsopp Recruitment Full timeJob Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...
-
Relationship Manager
1 week ago
India Allsopp & Allsopp Recruitment Full timeJob Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...
-
Relationship Manager
4 weeks ago
india Allsopp & Allsopp Recruitment Full timeJob Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...
-
Relationship Manager
1 week ago
India Tata AIA Life Insurance Full timeA. Position Overview Position Title Executive/Senior Executive Department Zone Operations Level/ Band Executive/Sr. Executives B. Role Summary (Please specify the few lines one the overall role expectation and delivery) Daily MIS supporting to the Branch for driving: oIssuance oS2S oOpportunity analysis oCoordination with...
-
Relationship Manager
4 weeks ago
india Passionmojo Pvt Ltd Full timeJob Title: Relationship Manager Experience : 3-5 years Industry : Insurance Job Type : Full time Workplace : On-Site Job Description The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met and exceeded. This role involves acting as the primary point of contact for clients,...
-
Relationship Manager
1 month ago
india Silkroutech Solutions Pvt Limited Full timeCompany Description Silkroutech Solutions Pvt Limited is a Cross Border Trade Tech Platform based in Bengaluru. Our platform provides Financial & Non-Financial tools to the Indian Exporters & Importers community. We aim to empower businesses by enabling smoother trade transactions and providing comprehensive support. Role Description This is a full-time...