Urgent Opening- Relationship Manager/ Sr Relationship Manager

10 hours ago

Thiruvananthapuram, Kerala, India Bajaj Capital Ltd Full time

Designation- Relationship Manager/ Sr Relationship Manager

Job Profile:

  1. Develop and provide solutions to the client's basis their requirements
  2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
  3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
  4. Initiate portfolio review of the existing investors in a timely manner
  5. Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
  6. Share regular updates with the investors with regards to the schemes, research papers, etc.
  7. Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

  1. Excellent socializing and relation building skills.
  2. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
  3. Should be a confident individual and must conduct and present themselves well in front of client
  4. Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability
  5. Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
  6. Should always identify opportunities for greater profit
  7. Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profiles

  1. Candidate Should have a minimum 1- 5 years of experience in Wealth Management, Financial Planning & Investment Advisory.
  2. Possession of requisite certifications will be an added advantage
  3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
  4. Should have a proven track record of AUM generation.

Location- Trivendrum , Trrucharapalli

Salary- ( 3 lpa- 7 lpa)

Interested candidate can mail there resume to

  • Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India Bajaj Life Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering diverse plans including ULIPs, term insurance, retirement, and child policies. With over 3.85 crore policyholders, ₹1.3 lakh crore in assets under management, and a 99.29% claim settlement ratio, Bajaj Life is dedicated to financial protection and...

  • Relationship Manager

    1 week ago

    Thiruvananthapuram, Kerala, India Web CRS Travel Technologies Pvt Ltd Full time

    Position OverviewWe are looking for a motivated and enthusiastic Relationship Manager to join our growing team. .Key Responsibilities:Sales Development: Identify and approach potential clients through calls and meetingsClient Relationship Management: Build and maintain lasting relationships by understanding clients requirementsLead Generation: Generate new...

  • Customer Relationship Executive

    2 weeks ago

    Thiruvananthapuram, Kerala, India 4Kerala Full time ₹ 1,50,000 - ₹ 1,80,000 per year

    We are urgently seeking female Telecallers / Customer Relationship Executive to join our dynamic teamJob Types: Full-time, FresherPay: ₹10, ₹15,000.00 per monthLanguage:English (Preferred)Work Location: In person

  • Walk in Drive Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India Ageas Federal Full time ₹ 3,00,000 - ₹ 9,00,000 per year

    Hi Job aspirant,Greetings form Ageas Federal Life InsuranceJob title: - Relationship Manager - Bancassurance.Location: - ThiruvananthapuramJob Description: -:Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance...

  • Customer Relationship Executive

    4 days ago

    Thiruvananthapuram, Kerala, India IT professionals Co- Operative Society Full time

    We are urgently hiring Customer Relationship OfficerLocation : Kowdiar, TrivandrumRequirements:Experience: 0 - 2 yearsGood communication skillsFreshers may applyImmediate joiners neededBenefits: Attractive incentives + ESIShift timing available.Interested candidates can send your updated CV to or contact mentioned number.Job Types: Full-time, Permanent,...

  • Customer Relationship Manager

    1 week ago

    Thiruvananthapuram, Kerala, India BRICK TREE INTERIORS (INTERIOR FIT OUT PROJECTS) Full time

    Summary:Manage and nurture relationships with key clients to drive satisfaction, retention, and upsell/cross-sell opportunities. Act as the primary point of contact and ensure client needs are met efficiently.Key Responsibilities:Build rapport with new and existing clients; understand their business goals.Handle inquiries, complaints, and feedback promptly,...

  • Hiring For Financial Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India Ageas Federal Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job title: - Financial Relationship Manager - Maturity ChannelLocation: - ThiruvanathapuramPreferred location :ThycaudJob Description: -Key Responsibilities: -Coordinate and follow up on leads provided by the manager to drive sales growth and achieve business objectives.Make appointments, explore the customers financial needs in life-related investment and...

  • Relationship Manager

    2 weeks ago

    Thiruvananthapuram, Kerala, India Santaworld tours and travels Full time ₹ 18,000 - ₹ 35,000 per year

    We are looking for female candidates who is able to manage the Team.Job Type: Full-timePay: ₹18, ₹35,000.00 per monthWork Location: In person

  • Customer Relationship Management Manager

    4 days ago

    Thiruvananthapuram, Kerala, India Mayoori Home Full time

    Company DescriptionSince 1984, Mayoori Home has been Kerala's trusted destination for furniture, home appliances, and electronics. With nearly 24 showrooms across the state, we bring together everything you need to create functional, stylish, and affordable living and working spaces. Our strength lies in quality craftsmanship and variety, offering products...

  • Customer Relationship Executive

    2 hours ago

    Thiruvananthapuram, Kerala, India REMEDEX PHARMA PVT LTD Full time

    We are seeking a highly motivated and results-driven Customer Relationship Executive (CRE) to manage and grow our relationships within various Government and Corporate Hospitals in Thiruvananthapuram. This role is crucial for representing our company and driving the adoption of our cutting-edge Laboratory Diagnostic and Lab Automation products and...