Relationship Executive / Relationship Manager

Bajaj Capital; Madurai District; On-site; INR 400,000 - 600,000; Full time

Job summary

Bajaj Capital is seeking a dynamic sales professional in Tamil Nadu to engage prospective clients, identify their financial needs, and propose suitable insurance, mutual funds, and investment products. The role focuses on building a robust client base and expanding the AUM through referrals and regular follow-ups.

Responsibilities include presenting solutions, updating clients on market trends, and coordinating with regional teams to showcase products and generate leads.

Qualifications

• Detailed knowledge of Life Insurance, General Insurance, Fixed Income and Mutual Funds.
• Wealth/Portfolio Management understanding client portfolios and risk-reward.
• Financial planning/Investment advisory knowledge with market awareness.

Responsibilities

• Conduct daily sales calling with prospective clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients.
• Conduct timely follow ups with leads and tag them on broadcasts and articles.
• Increase client database by meeting new clients and gathering referrals to build AUM.
• Review and diversify existing client portfolios and provide guidance.
• Achieve clients' financial goals through various product lines.
• Update and cross-sell products; inform clients about market trends.
• Attend trainings to stay updated on schemes, products and solutions.
• Share regular communications with clients about information and research.

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.