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Sr. Relationship Manager / Wealth Manager
Bajaj Capital
posted 2hr 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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What people at Bajaj Capital are saying
Rating based on 39 Senior Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Gurgaon / Gurugram
Likes
Learning,good environment
- Salary - Good
+4 more
Dislikes
Digital process less
Senior Relationship Manager salary at Bajaj Capital
reported by
121
employees
with 3-10
years exp.
₹4
L/yr - ₹8.5
L/yr
9%
more
than the average Senior Relationship Manager Salary in India
View more details
What Bajaj Capital employees are saying about work life
based on 1.3k employees
Strict timing
Monday to Saturday
Within city
Day Shift
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 
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