Sr. Relationship Manager / Wealth Manager

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.

Required Candidate profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for
minimum 1 year +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage.

Interested Candidate can share their updated CV to 8220731236 or mail to r.sharumathi@bajajcapital.com