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based on 1.3k Reviews

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178 Bajaj Capital Senior Relationship Manager Jobs

Senior Relationship Manager

Bajaj Capital Limited

 · 

3.8

 based on 1.3k Reviews

0-5 years

Delhi/Ncr

Senior Relationship Manager

Bajaj Capital

posted 11d ago

Job Role Insights

Fixed timing

Key skills for the job

Relationship Management General Insurance Wealth Management Life Insurance Portfolio Management Mutual Funds

+ 1 more

Job Description

As an RM, 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 portfolios in terms of their risk and reward appetite and assist them in achieving their financial goals.

* Financial planning/ Investment Advisory have thorough financial and sector knowledge as well as knowledge of competitors must provide sound and reliable advice to client

Employment Type: Full Time, Permanent

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Bajaj Capital Interview Questions & Tips

Prepare for Bajaj Capital Senior Relationship Manager roles with real interview advice

What Senior Relationship Manager at Bajaj Capital are saying

3.6
 Rating based on 39 Senior Relationship Manager reviews

Likes

Learning,good environment

  • Salary - Good
    • +4 more
Dislikes

Digital process less

Read 39 Senior Relationship Manager reviews

Senior Relationship Manager salary at Bajaj Capital

reported by 158 employees with 2-10 years exp.
₹3.2 L/yr - ₹8.5 L/yr
7% 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
57%
36%
50%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

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
Free Transport +6 more
View more benefits

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Bajaj Capital Ltd., 5th Floor,Bajaj House, 97, Nehru Place New Delhi
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