Investment Relationship Manager

Bajaj Capital; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Bajaj Capital in Bengaluru invites an experienced Investment Relationship Manager to build and manage client relationships by offering investment solutions aligned with customers' financial goals. You will understand needs and help them select suitable products.

The role involves promoting mutual funds, corporate FDs, PMS, AIF, and insurance, conducting portfolio reviews, delivering updates, and achieving monthly targets while delivering excellent service and ensuring long-term client engagement.

Responsibilities

• Build and maintain strong relationships with clients.
• Understand customers' financial goals and recommend suitable investment solutions.
• Promote and sell Mutual Funds, Corporate FDs, PMS, AIF, and Insurance.
• Conduct regular portfolio reviews and provide investment updates.
• Achieve monthly sales and business targets.
• Deliver excellent customer service and ensure long-term client engagement.
• Coordinate with internal teams for smooth onboarding and investment processing.

Job description

Job Description

Investment Relationship Manager

Role Overview

We are looking for a Relationship Manager to build and manage client relationships by offering. Suitable investment solutions. The role involves understanding customers' financial goals and helping them choose the right investment products.

Key Responsibilities

• Build and maintain strong relationships with clients.
• Understand customers' financial goals and recommend suitable investment solutions.
• Promote and sell Mutual Funds, Corporate FDs, PMS, AIF, and Insurance.
• Conduct regular portfolio reviews and provide investment updates.
• Achieve monthly sales and business targets.
• Deliver excellent customer service and ensure long-term client engagement.
• Coordinate with internal teams for smooth onboarding and investment processing.