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Relationship Manager
Bajaj Capital
posted 10hr ago
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Fixed timing
Key skills for the job
Job Description
- Acquire new clients and Increase engagement of existing client by providingcomplete financial planning solutions Conduct daily sales calling with prospective new clients and identify theirneeds
- Provide and develop solutions and suggest schemes to clients basistheir requirements and goal
- Conduct timely and regular follow ups with the leads and tag them onbroadcasts and new articles Increase client database by meeting new clients and taking referencesfrom the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis andprovide guidance accordingly
- Achieve financial goals of the clientsthrough various product line Update and cross - sell products to existing clients and update themabout the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularlyattending trainings Share regular communications with client regarding information,research and material of the organization
- Conduct regular marketing activities with the regional marketing andproduct team by showcasing our products and features and generateleadsAchieving
- Revenue Targets Ensure that revenue for the total review period meets the target revenuetargets basis the vintage and the guidelines and compliances at BajajCapital Share daily business data from respective clients with the branch clientservice officer
Employment Type: Full Time, Permanent
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What people at Bajaj Capital are saying
Rating based on 144 Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Kolkata
Great working environment and no extra pressure after the targets are met.
- Salary - Excellent
There is nothing to be disliked about this company. Its great 🙂
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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