Relationship Executive /Relationship Manager

Bajaj Capital; Tirunelveli; On-site; INR 350,000 - 550,000; Full time

Job summary

Bajaj Capital in Tirunelveli, Tamil Nadu is seeking a motivated sales professional to grow our client base in wealth and investment advisory. You will conduct daily client outreach, assess needs, and offer suitable life insurance, general insurance, fixed income and mutual fund solutions.

You will review portfolios, cross-sell products, stay updated on market trends, and collaborate with regional teams to generate leads and help clients achieve financial goals.

Qualifications

• Knowledge of life, general insurance, fixed income and mutual funds.

Responsibilities

• Conduct daily sales calls with prospective clients to identify needs.
• Provide solutions and schemes based on client requirements.
• Follow up with leads and broadcast new articles.
• Grow AUM by meeting new clients and obtaining referrals.
• Review and diversify client portfolios regularly.
• Help clients achieve financial goals through product lines.
• Cross-sell products and update clients on market trends.
• Attend trainings to stay updated on schemes and solutions.
• Share research and organization information with clients.
• Collaborate with regional marketing and product teams to generate leads.

Skills

Product knowledge

Life insurance

General insurance

Mutual funds

Fixed income

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

• 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

• 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.