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125 Bajaj Capital Senior Relationship Manager Jobs

Urgent Opening- Relationship Manager/ Sr Relationship Manager

1-5 years

₹ 3 - 6.5L/yr

Salem, Tirunelveli, Tiruchirappalli

15 vacancies

Urgent Opening- Relationship Manager/ Sr Relationship Manager

Bajaj Capital

posted 4d ago

Job Description


Job Description -

Designation - Relationship Manager/ Sr Relationship Manager

  • As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
  • You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
  • You also counsel them on what their short-term and long-term goals are.
  • Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
  • Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
  • Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
  • Increase client database by meeting new clients and taking references

from the existing ones and hence build AUM and AUA for the branch.

  • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly

Knowledge:

  • 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 client.

CTC-  3 lpa to 6.5 lpa


Location- Coimbatore, Madurai, Trichy, Karur, Tirunelveli, & Salem

Please share your resume on - r.sharumathi@bajajcapital.com




Employment Type: Full Time, Permanent

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What Senior Relationship Manager at Bajaj Capital are saying

3.5
 Rating based on 40 Senior Relationship Manager reviews

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Learning,good environment

  • Salary - Good
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Dislikes

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Read 40 Senior Relationship Manager reviews

Senior Relationship Manager salary at Bajaj Capital

reported by 124 employees with 3-10 years exp.
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₹3.7 L/yr - ₹8.5 L/yr
9% more than the average Senior Relationship Manager Salary in India
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What Bajaj Capital employees are saying about work life

based on 1.3k employees
57%
36%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
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Your Health Matters
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Open-Door Policy
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Health Insurance
Soft Skill Training
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Education Assistance
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