Relationship Manager
1 day 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 goalsFinancial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills. CommunicationHave 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
5 days ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
-
Team Leadership
5 days ago
New Delhi, India Tax Manager Full timeRole: Team Leader Industry: Financial Services Department: Sales Employment Type: Full-time, Permanent Experience Required: 7+ years (Preferably in Loans/Advances Sales Leadership) Salary - 20K to 40K Responsibilities: Drive the team to achieve and exceed monthly loan sales targets. Recruit, mentor, and lead a high-performing sales team. Foster strong...
-
Relationship Manager
3 days ago
New 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...
-
Relationship Manager
13 hours ago
New Delhi, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in New Delhi. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
-
Relationship Manager
5 days ago
New Delhi, India upGrad Rekrut Full timeAbout 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
2 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research,...
-
Relationship Manager
1 day ago
New Delhi, India Policybazaar.com Full timeInterested candidates can share their cv atshivangibhardwaj@policybazaar.com9717060231Job 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...
-
Relationship Manager
4 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .- Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description-Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
-
Relationship Manager
3 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
