Relationship Manager
3 weeks ago
Bajaj Capital is currently hiring Relationship Mangers for North Location. -The role focuses on 𝗖𝗹𝗶𝗲𝗻𝘁 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻, 𝗛𝗡𝗜 𝗖𝗹𝗶𝗲𝗻𝘁 𝗛𝗮𝗻𝗱𝗹𝗶𝗻𝗴, 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗔𝗨𝗠 𝗴𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. -The product suite includes 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀, 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗗𝘀, 𝗣𝗠𝗦, 𝗔𝗜𝗙𝘀, etc. -It's 𝗕𝟮𝗖 𝗦𝗲𝗴𝗺𝗲𝗻𝘁 and 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗵𝗮𝗻𝗻𝗲𝗹. 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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Relationship Manager
3 weeks ago
Delhi, India Axis Bank Limited Full timeThe Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...
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Relationship Manager
4 weeks ago
Delhi, India upGrad Rekrut Full timeHiring 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...
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Relationship Manager
2 weeks ago
Delhi, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities....
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Relationship Manager
2 days ago
Delhi, Delhi, India Vaastu Naresh Full timeJob Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...
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Relationship Manager
3 days ago
Delhi, Delhi, India Niva Bupa Health Insurance Full timeCompany DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...
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Relationship Manager
3 weeks ago
Delhi, India TradeCred Private Wealth Full timeCompany Description TradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...
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Relationship Manager
4 weeks ago
Delhi, India Policybazaar.com Full timeInterested candidates can share their cv at Job Title: Relationship Manager Company: PolicyBazaar Location: Delhi Experience: 1+ Years in Insurance Companies/DSAs Role Overview: We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a proven track record in the insurance industry...
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Relationship Manager
4 weeks ago
Delhi, India Policybazaar.com Full timeInterested candidates can share their cv at shivangibhardwaj@policybazaar.com 9717060231 Job Title: Relationship Manager Company: PolicyBazaar Location: Delhi Experience: 1+ Years in Insurance Companies/DSAs Role Overview: We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a...
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Relationship Manager
4 weeks ago
Delhi, India Policybazaar.com Full timeInterested candidates can share their cv Title: Relationship ManagerCompany: PolicyBazaarLocation: DelhiExperience: 1+ Years in Insurance Companies/DSAsRole Overview:We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a proven track record in the insurance industry (either...
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Relationship Manager
4 weeks ago
Delhi, India Policybazaar.com Full timeInterested candidates can share their cv atJob Title: Relationship ManagerCompany: PolicyBazaarLocation: DelhiExperience: 1+ Years in Insurance Companies/DSAsRole Overview:We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a proven track record in the insurance industry...
