Relationship Manager

Bajaj Capital

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

• Experience2 - 8 Years
• No. of Openings50
• EducationAny Bachelor Degree
• RoleRelationship Manager
• Industry TypeAccounting / Finance
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office