Senior Relationship Manager

Please find the JD for the position of Relationship Manager at Bajaj Capital.

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 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:
• 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 analyze 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