Job Description
Bajaj Capital is currently hiring for Relationship Manager/ Sr. Relationship Manager across the entire North covering Delhi/NCR with minimum of 1 Year of experience upto 12 years of experience.
-The role focuses on Client Acquisition,HNI Client Handling , Relationship Management, AUM Growth and Portfolio Management.
-The product suite includes Mutual Funds, Insurance, Corporate FDs , PMS , AIF, etc.
-It's B2C Segment and Direct Channel.
- Graduation is mandatory in any field.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
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...
-The role focuses on Client Acquisition,HNI Client Handling , Relationship Management, AUM Growth and Portfolio Management.
-The product suite includes Mutual Funds, Insurance, Corporate FDs , PMS , AIF, etc.
-It's B2C Segment and Direct Channel.
- Graduation is mandatory in any field.
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
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...