Urgent Opening- Relationship Manager/ Sr Relationship Manager
Bajaj Capital Bangalore
Job Description
Job description
Mega Opening for Relationship Manager/ Sr. Relationship Manager
JOB DESCRIPTION:
Role: Relationship Manager/ Sr. Relationship ManagerCTC: It's not a constraint for the right candidate (It's Negotiable).
Experience: 1+ Year
Location: Bangalore
Functional Area: BFSI, Investments & Trading.
Employment Type: Full Time, Permanent.
Education: Any Graduate.
Total Openings - No. 20+
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
- Conduct timely and regular follow ups with the leads and tag them on broadcasts
- Increase client database by meeting new clients and taking references from the
- Review and diversify existing client portfolio on a regular basis and provide
- Achieve financial goals of the clients through various product line.
- Update and cross sell products to existing clients and update them about the
- Update self-regarding all schemes, products and solutions by regularly attending
- Share regular communications with client regarding information, research and
- Wealth / Portfolio Management understand client portfolio in terms of their risk
- 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, Bonds, Fixed
Deposits, Investment Banking, Health Insurance.
KNOWLEDGE:
- Product Knowledge have a detailed knowledge of all products related to Life
- Wealth/ Portfolio Management understand client portfolio in terms of their risk
- Financial planning/ Investment Advisory have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice the client.
Location- Bangalore
Interested candidates can email their resume to- [Confidential Information]
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