Company Name: Bajaj Capital
Job Role: Relationship Manager
Experience: 1 – 6 Years
Qualification: Any Graduates
Job Type: Full Time
Job Location: Chennai
Salary: Rs.2,25,000/- to Rs.6,00,000/-
Job Description:
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
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 analyze 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
- To have the best of the talent in our company
Walk-in Details:
Walk-in Date: 17th to 18th December 2024
Time: 10.30 AM – 4.00 PM
Venue Details:
Corporate Office – South S7/1,
Cavery Tower,
G.S.T Road,
above Harsha Toyota Showroom,
Guindy, Chennai, Tamil Nadu 600032.
Hot Openings:
