Relationship Manager

Bajaj Capital Ltd.

Company Overview:

Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment

Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Net worth

clients, among others. As one of the largest distributors of investment products, the company offers a wide range of

investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and

government organizations.

Job Summary:

We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for

managing and developing long-term relationships with our clients, ensuring that their needs and expectations are met.

The Relationship Manager will also be responsible for identifying new business opportunities and contributing to the

growth of the company.

Responsibilities:

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

2. Dealing with existing clients and visiting clients on a daily basis.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond,

Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

8. Generating the revenue primarily through core products.

Requirements:

• Bachelor's degree in business, marketing, or a related field. • Minimum of 1 years of experience working in financial sales role. • Excellent communication and interpersonal skills. • Ability to build and maintain strong relationships with clients. • Strong analytical and problem-solving skills.

• Experience

  1 - 4 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office