Relationship Manager

Bajaj capital

1 - 7 Years
100 Openings
1.0-6.0 Lac/Yr
Hyderabad
+6 Patna, Bangalore, Mumbai, Punjab, Chennai, Delhi
Face-to-Face interview

Key Skills

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Manager Wealth Manager Mutual Funds Insurance Direct Sales Third Party Products

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Job Description

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

About Bajaj capital

BajajCapital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. Here is a glimpse of our journey through the years.