15h Left: Relationship Manager

4 weeks ago

Delhi, Delhi, India Bajaj Capital Ltd Full time
Job Description

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.

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