Relationship Manager

2 weeks ago

Delhi NCR New Delhi Noida, India Bajaj Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Position: Senior Relationship Manager

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:

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    • Skills:
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-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

Social/Interpersonal Skills: have excellent socializing and relation building skills.

Communication Skills: 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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