Urgent Opening- Relationship Manager/ Sr Relationship Manager

3 days ago

Noida, India Bajaj Capital Ltd Full time

Designation- Manager/ Sr 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 from the existing investors and thereby building AUM - Initiate portfolio review of the existing investors in a timely manner - Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends - Share regular updates with the investors with regards to the schemes, research papers, etc. - Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: - Excellent socializing and relation building skills. - 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 - Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability - 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 - Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles - Candidate Should have a minimum 4 Years to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory. - Possession of requisite certifications will be an added advantage - Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. - Should have a proven track record of AUM generation. - Aum size minimum 10 cr Location- Noida Salary- 8 lpa- 14 lpa Interested candidate can mail there resume to Gaurav.Singh@bajajcapital.com

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