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:
- 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.
Tips for Attending Walk-In Interviews
Walk-in interviews are a golden opportunity for jobseekers to secure a job without the long wait of traditional interview processes. However, with many candidates competing for the same position, it's crucial to make a strong and positive impression. Here are some valuable tips to help you stand out and succeed in your next walk-in interview.
1. Do Your Homework
Even though walk-ins are often spontaneous, take time to research the company, its services, and the role you're applying for. This shows your genuine interest and helps you tailor your responses effectively.
2. Dress Professionally
Your appearance matters. Wear neat, formal attire that suits the job role. Clean shoes, groomed hair, and minimal accessories reflect your seriousness and professionalism.
3. Carry All Necessary Documents
- Updated Resume (Multiple Copies)
- Passport Size Photographs
- Educational Certificates
- Experience Letters (if any)
- Valid ID Proof
4. Be Punctual
Arriving early gives you time to settle in, observe the environment, and be mentally prepared. It also shows that you value the interviewer’s time.
5. Practice Your Pitch
Prepare a short and effective self-introduction. Be clear about your skills, career goals, and how you can add value to the company.
6. Stay Confident & Courteous
Maintain eye contact, offer a firm handshake, and listen actively. Confidence, without arrogance, creates a positive impression.
7. Follow Up
If you’re given a business card or email, don’t forget to send a thank-you message. It reflects professionalism and interest in the role.
By following these simple yet powerful tips, you can improve your chances of converting walk-in interviews into job offers. Good luck on your career journey!
