Relationship Manager

Bajaj capital

Roles & Responsibilities:

Acquisition of new clients and formulating strategies to increase the client base.

Dealing and servicing of existing clients.

Preparation and execution of Financial assessments.

Conducting Regular portfolio review of the clients.

Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

Approaching need based product to the clients through Financial assessment.

Generating the revenue primarily through core products.

• Experience

  1 - 7 Years

• No. of Openings

  100

• Education

  Any Bachelor Degree

• Role

  Portfolio Management

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office