Senior Relationship Manager/ Relationship Manager

About Company: (www.bajajcapital.com)
Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of
experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other
firm in India. But it's our deep personal relationships with clients that truly sets us apart.
Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter,
Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI
Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the
PFRDA for the NPS Schemes.
Our bouquet of services includes:
* Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial
assessment tool.
Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of
investments using 3 steps:
†Need Analysis
†Scheme Selection
• Efficient Execution
Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in
touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product
providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient
execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online
call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across
India, we strive to maintain a consistency of relationship and experience.
Position: Senior Relationship Manager
Job Description:
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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.
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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.
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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.

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Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
Knowledge:
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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:
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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.
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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
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Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
conscientiousness when dealing with achieving targets.
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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
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Cost To Company:
Negotiable
Experience:
Experience - 6 months to 7 years
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