Relationship Executive / Relationship manager

Bajaj Capital; Chennai District; On-site; INR 450,000 - 750,000; Full time

Job summary

Bajaj Capital in Chennai invites a dynamic sales professional to drive client acquisition and provide financial solutions across life insurance, general insurance, mutual funds and fixed income products. You will conduct daily client calls, tailor recommendations, update clients on market trends and help build AUM/AUA for the branch while maintaining regulatory and ethical standards.

Strong communication, ability to explain complex schemes clearly, and a passion for financial planning are

Qualifications

• Detailed knowledge of products related to Life Insurance, General Insurance, Fixed Income, Mutual Funds.

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.

Skills

Mutual funds

Life insurance

General Insurance

Home Loans

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, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance.