Senior Relationship Manager | Immediate Joiners Only | Delhi/ncr

Job Description

Roles and Responsibilities:

1. Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to the new set of customers and building depth within the existing relationships.

2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.

3. Formulating strategies for expanding the client base by providing investment advice to the clients.

4. Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company

5. Cross-sell products and services to both new & existing clients according to their need.

6.Responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.

7. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. We are looking for candidates with 1 - 8 years of relevant experience in wealth management products specially mutual funds & insurance.


Regards,
Rachel Nathan
HR(Talent Acquisition)
Bajaj Capital
Conatct- 7985563910
email id- rachel.nathan@bajajcapital.com

Salary: INR 3,00,000 - 7,50,000 P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Sales , Retail , Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type:Permanent Job, Full Time

Keyskills

mutual fundsdirect channel salesrelationship managementhni client handlingMutual Funds Sales

Desired Candidate Profile

1. Current experience in Mutual funds and life insurance is a mandate.
2. Active client base in Delhi/NCR.
3. Experience in direct retail sales.
4.Immediate joiners preferred.

Company Profile:

Bajaj Capital Limited

Bajaj Capital Limited ("Bajaj Capital"​) is India's premier "Investment Services"​ Company, with 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart.

Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes.

Our bouquet of services includes:

Personalized Investment Services: We create a customized 'snapshot'​ using our proprietary 360 degree financial assessment tool.

360 Degree Financial Assessment Tool

Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps:

* Need Analysis
* Scheme Selection
* Efficient Execution

Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings.

Bajaj Capital is a distributor of financial products and is remunerated by the product providers. Bajaj Capital is not an Investment Adviser or Financial Planners.

Incredible Range of Financial Products

As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions.

Hassle-free administration

Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track.

Pan-India presence

With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service