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