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Senior Relationship Manager
3-5 years
₹ 4 - 8L/yr (AmbitionBox estimate)
Mumbai, Mumbai Suburban
1 vacancy
Senior Relationship Manager
Bajaj Capital
posted 19hr 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.
Desired Candidate Profile
- 1-6 years of experience in wealth management or related field.
- Excellent communication skills with ability to build rapport with high net worth individuals.
- Ability to work independently with minimal supervision while meeting deadlines.
Employment Type: Full Time, Permanent
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(based on 56 Bajaj Capital interviews) What people at Bajaj Capital are saying
Rating based on 36 Senior Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading - Other
in New Delhi
NOTHING Like as of now bajaja we don't have client acquisition and others things
Manager not focused own their teams. No contribution iterms of business and other assistant.
Read 36 reviewsSenior 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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