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Sr. Relationship Manager / Wealth Manager
1-6 years
Hyderabad / Secunderabad
Sr. Relationship Manager / Wealth Manager
Bajaj Capital
posted 2hr ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Roles and Responsibilities
- Meet or exceed monthly targets set by the organization.
- Develop strong relationships with existing clients to increase wallet share and product penetration.
- Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products.
- Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning.
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals.
Required Candidate profile
1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for
minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage.
Employment Type: Full Time, Permanent
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What people at Bajaj Capital are saying
Rating based on 39 Senior Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Gurgaon / Gurugram
Learning,good environment
- Salary - Good
Digital process less
Senior Relationship Manager salary at Bajaj Capital
What Bajaj Capital employees are saying about work life
Bajaj Capital Benefits
Your Health Matters Opportunity To Upskill Compensation & Recognition Open-Door Policy 
Job Training 
Health Insurance 
Soft Skill Training 
Team Outings 
Education Assistance 
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