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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