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202 Bajaj Capital Jobs

Relationship Manager ( Direct Channel )

1-6 years

₹ 3.5 - 7L/yr

Hyderabad / Secunderabad, Chennai, Bangalore / Bengaluru

15 vacancies

Relationship Manager ( Direct Channel )

Bajaj Capital

posted 3d ago

Job Description

Roles and Responsibilities

Work on assigned leads and generate referrals from every visit that's made to customer.

To generate self sourced leads for generating the business

Giving advice to our clients for LI & GI requirements and other Financial products

Ensure that a comprehensive financial need analysis of customers is done and provide solutions based on analysis

Keeping up-to date on the latest Financial Investment news, Market Research.

To ensure client service standards are met & delivered at all categories of the Client

To handle after sales service issues related to product and resolving them to strengthen client faith

To prepare and present Retirement plans for client

To convert retirement planning leads provided by the company and as per company process

To make and manage fresh PSU Corporate Tie ups for consistent lead flow of retirement project

Ensure cross selling & Up selling of Financial product with Existing customers.

Ensure relationship building with team members for increasing Direct sales

To meet sales target of life products+ Non Life + Mutual funds +Bonds and other Investment Products

Skill Set Required :-

  • 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

Desired Candidate Profile

Candidate should keen to work in direct channel

Should have strong Product knowledge .

Desired Candidate Profile-

Candidate Should have minimum 1 year to 6 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.

CTC- ( 4 LPA- 7.5 LPA + Incentive + Reimbursement.)Fast track growth path
Interested Candidate can share their resume to- s.devanesan@bajajcapital.com




Employment Type: Full Time, Permanent

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Bajaj Capital Interview Questions & Tips

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Top Bajaj Capital Relationship Manager Interview Questions

Q1. How many existing clients data base
Q2. Why you should invest money in Mutual Funds?
Q3. What is Mutual Funds in layman Language?
View all 8 questions

What people at Bajaj Capital are saying

4.0
 Rating based on 148 Relationship Manager reviews

Likes

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Dislikes

Very worst company, only girls can survey this company. While joing they will not tell about the company policy, while I releving the company they told that 90 day notice period, on notice period 88% want to achieve your tarket otherwise the salary will not credit, even though you ask immediate releving they will not give releving le..Read More

  • Salary - Bad
  • +6 more
Read 148 Relationship Manager reviews

Relationship Manager salary at Bajaj Capital

reported by 373 employees
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₹2 L/yr - ₹6.2 L/yr
12% less than the average Relationship Manager Salary in India
View more details

What Bajaj Capital employees are saying about work life

based on 1.3k employees
57%
36%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Bajaj Capital Benefits

Submitted by Company
Your Health Matters
Opportunity To Upskill
Compensation & Recognition
Open-Door Policy
Submitted by Employees
Job Training
Health Insurance
Soft Skill Training
Team Outings
Education Assistance
Free Transport +6 more
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Bajaj Capital Hyderabad / Secunderabad Office Locations

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Hyderabad Office
Bajaj Capital, Zonal Office, #3-6-522, 2nd & 3rd Floor, Opp. KFC Restaurant, Main Road, Himayathnagar, Hyderabad
Telangana 500029
Hyderabad Office
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