Friday, May 2, 2025

Bajaj Capital Walk-in Drive for Freshers/Exp as Relationship Manager Positions

Company Name: Bajaj Capital

Job Role: Relationship Manager

Experience: 1 – 6 Years

Qualification: Any Graduates

Job Type: Full Time

Job Location: Chennai

Salary: Rs.3,00,000/- to Rs.7,50,000/-

Job Description:

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  • Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.
  • CTC: Its not constrain for right candidate (Its Negotiable).
  • Experience: 1+ Year
  • Location: Chennai
  • Functional Area: BFSI, Investments & Trading.
  • Employment Type: Full Time, Permanent.
  • Education: Any Graduate.
  • Total Openings – No. 20+
  • Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
  • Note- Must have experience into Direct sales (insurance/mutual fund)

Roles and Responsibilities:

  • Conduct daily sales calling with prospective new clients and identify their needs.
  • Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
  • Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
  • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
  • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
  • Achieve financial goals of the clients through various product line.
  • Update and cross sell products to existing clients and update them about the primary and secondary market trends.
  • Update self-regarding all schemes, products and solutions by regularly attending trainings.
  • Share regular communications with client regarding information, research and material of the organization.
  • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

  • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
  • Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
  • Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.

Key Skills:

Mutual funds,Life insurance, General Insurance, Home Loans, Bonds, Fixed Deposits, Investment Banking, Health Insurance.

Knowledge:

  • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
  • Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.
  • Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.

Skills:

  • Social/Interpersonal Skills: have excellent socializing and relation building skills.
  • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client.
  • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability.
  • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit.
  • Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation.

Preferred Candidate Profile:

Desired Candidate Profile- Candidate Should have minimum 1 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS, AIF etc. Interested

Walk-in Details:

Walk-in Date: 5th to 7th May 2025

Time: 10.00 AM – 5.30 PM

Venue Details:

Bajaj Capital Limited,
Corporate Office – South S7/1,
Cavery Tower, G.S.T Road,
above Harsha Toyota Showroom, Guindy,
Chennai, Tamil Nadu 600032
Landmark – Opposite to Hablis hotel.

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