Relationshi Executive /Relationship Manager

Bajaj Capital; Coimbatore District; On-site; INR 400,000 - 700,000; Full time

Job summary

Bajaj Capital is looking for a proactive financial advisor to engage prospective clients, assess needs, and tailor solutions across life insurance, mutual funds, fixed income, and more.

You will expand the client base through referrals, conduct regular portfolio reviews, and guide investments aligned with risk appetites and goals while updating clients on market trends and product options.

Qualifications

• Product Knowledge with detailed knowledge of Life Insurance, General Insurance, fixed income and mutual funds.
• Wealth / Portfolio Management understanding client portfolios, risk tolerance, and goals.

Responsibilities

• Conduct daily sales calls with prospective clients and identify their needs.
• Provide and develop financial solutions and suggest schemes to clients based on requirements and goals.
• Follow up with leads regularly and tag them on broadcasts and new articles.
• Increase client base by meeting new clients and obtaining referrals to build AUM.
• Review and diversify existing client portfolios and provide guidance accordingly.
• Achieve clients' financial goals through various product lines.
• Update and cross-sell products to existing clients and keep them informed about market trends.
• Attend trainings to stay updated on schemes, products, and organizational materials.
• Share regular communications with clients regarding information, research, and material.
• Coordinate marketing activities with regional marketing and product teams to showcase products and generate leads.

Skills

Mutual funds

Life insurance

General Insurance

Bonds

Fixed Deposits

Investment Banking

Health Insurance

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.

• 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, Bonds,Fixed Deposits, Investment Banking, Health Insurance.