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    Relationship Manager - Chennai, India - Bajaj Capital Ltd

    Bajaj Capital Ltd
    Bajaj Capital Ltd Chennai, India

    1 week ago

    Default job background
    Description

    Bajaj Capital Limited (India's largest Wealth Management firm-60 years old legacy) is hiring Relationship Manager/ Sr Relationship Manager/Deputy Manager across South Indians cites.

    CTC- 4 LPA - 8 LPA Plus incentive+Conveyances+Contest & Fast track Growth

    Location- Chennai/Coimbatore/Madurai/Trichy/Secunderabad-Hyderabad/Bangalore/Vizag/Trivandram/Cochin/Palakkad.

    Interested candidates can share CV to or whats app me on

    Job Description:

    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.

    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:

    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

    Skills:

    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

    Preferred candidate profile

    Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.

    Perks and benefits

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