Urgent Opening- Relationship Manager/ Sr Relationship Manager

24 hours ago

tamil nadu, India Bajaj Capital Ltd Full time

JOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It’s not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: ChennaiFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate joiner/ 15 days / 1 month.Note- Must have experience into Direct sales (insurance/mutual fund)ROLES AND RESPONSIBILITIES:* Conduct daily sales calling with prospective new clients and identify their needs.* Provide and develop solutions and suggest schemes to clients basis theirrequirements and goal.* Conduct timely and regular follow ups with the leads and tag them on broadcastsand new articles.* Increase client database by meeting new clients and taking references from theexisting ones and hence build AUM and AUA for the branch.* Review and diversify existing client portfolio on a regular basis and provideguidance accordingly.* Achieve financial goals of the clients through various product line.* Update and cross sell products to existing clients and update them about theprimary and secondary market trends.* Update self-regarding all schemes, products and solutions by regularly attendingtrainings.* Share regular communications with client regarding information, research andmaterial of the organization..* Wealth / Portfolio Management understand client portfolio in terms of their riskand reward appetite and assist them to achieve their financial goals* Financial planning/ Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliableadvice to client.KEY SKILLS:Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,FixedDeposits, Investment Banking, Health Insurance.KNOWLEDGE:* Product Knowledge have a detailed knowledge of all products related to LifeInsurance, general insurance, fixed income, mutual funds, etc.* Wealth/ Portfolio Management understand client portfolio in terms of their riskand reward appetite and assist them to achieve their financial goals.* Financial planning/ Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliable adviceto clients.Interested Candidate can mail there resumevaradarajan.dittakavi@bajajcapital.com

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