Relationship Manager

Bajaj Capital

2 - 8 Years
50 Openings
3.0-6.0 Lac/Yr
Hyderabad
+5 Ahmedabad, Bangalore, Mumbai, Chennai, Delhi
Face-to-Face interview

Key Skills

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management

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Job Description

JOB DESCRIPTION RETAIL

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.

Salary: 3-6 LPA

Experience : Minim -2 years in direct sales in Wealth Management products

Skills needed :

Candidates with Excellent communication skills.

Good Experience in Financial Planning, Investment Advisory, Wealth Management of -2

years

Pleasing Personality and well behaved.

Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Experience
2 - 8 Years
No. of Openings
50
Education
Any Bachelor Degree
Role
Relationship Manager
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.