153 Bajaj Capital Relationship Manager Jobs

Roles and Responsibilities

Work on assigned leads and generate referrals from every visit that's made to customer.

To generate self sourced leads for generating the business

Giving advice to our clients for LI & GI requirements and other Financial products

Ensure that a comprehensive financial need analysis of customers is done and provide solutions based on analysis

Keeping up-to date on the latest Financial Investment news, Market Research.

To ensure client service standards are met & delivered at all categories of the Client

To handle after sales service issues related to product and resolving them to strengthen client faith

To prepare and present Retirement plans for client

To convert retirement planning leads provided by the company and as per company process

To make and manage fresh PSU Corporate Tie ups for consistent lead flow of retirement project

Ensure cross selling & Up selling of Financial product with Existing customers.

Ensure relationship building with team members for increasing Direct sales

To meet sales target of life products+ Non Life + Mutual funds +Bonds and other Investment Products

Skill Set Required :-

• 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:
• 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.
• Should be a confident individual and must conduct and present themselves well in front of client
• Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability
• Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
• 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

Desired Candidate Profile

Candidate should keen to work in direct channel

Should have strong Product knowledge .

Desired Candidate Profile-

Candidate Should have minimum 1 year to 6 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.

CTC- ( 4 LPA- 7.5 LPA + Incentive + Reimbursement.)Fast track growth path
Interested Candidate can share their resume to- s.devanesan@bajajcapital.com