Urgent Opening- Relationship Manager/ Sr Relationship Manager

1 week 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+ Year Location: Chennai Functional 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 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.. * 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 client. KEY SKILLS: Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance. 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. Interested Candidate can mail there resume

  • Urgent Opening- Relationship Manager/ Sr Relationship Manager

    2 weeks ago

    tamil nadu, India Bajaj Capital Ltd Full time

    Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branchmanager@Chennai , Madurai,Tiruchirapalli, Karur, TirunelveliIf interested Please send your cv to:- harini.sree@bajajcapital.comvaradarajan.dittakavi@bajajcapital.comJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.CTC: It’s not constrain...

  • Urgent Opening- Relationship Manager/ Sr Relationship Manager

    1 week 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 /...

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    tamil nadu, India 360 ONE Wealth Full time

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    2 weeks ago

    Chennai, Tamil Nadu, India, Tamil Nadu 360 ONE Wealth Full time

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