Relationship Executive /Relationship Manager

Bajaj Capital; Salem; On-site; INR 600,000 - 900,000; Full time

Job summary

Bajaj Capital in India offers a client-focused role in financial services, focusing on life and general insurance, fixed income, mutual funds and wealth management. You will identify client needs, propose suitable schemes and help grow AUM/AUA through referrals and new client acquisition.

The role requires in-depth product knowledge, advisory skills, and ongoing training to stay updated with market trends and product offerings. It is a field sales position with aggressive growth potential.

Qualifications

• Detailed knowledge of Life Insurance, General Insurance, fixed income and mutual funds.
• Wealth/Portfolio management: assess risk and rewards to meet financial goals.
• Financial planning/advisory: strong market knowledge and reliable client guidance.

Responsibilities

• Conduct daily sales calling with prospective clients to identify needs.
• Develop solutions and suggest schemes based on client requirements and goals.
• Follow up regularly with leads and broadcast updates and articles.
• Expand client base by meeting new clients and seeking referrals to grow AUM/AUA.
• Review and diversify client portfolios and provide guidance.
• Help clients achieve financial goals through various product lines.
• Cross-sell products and update clients on market trends.
• Attend trainings to stay updated on schemes and products.
• Share communications with clients about information and research from the firm.
• Collaborate with regional marketing and product team to 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