RELATIONSHIP MANAGER

Bajaj Capital Limited; Bengaluru; On-site; INR 350,000 - 500,000; Full time

Job summary

An established industry player seeks a dynamic Relationship Manager to enhance client engagement and deliver personalized financial presentations. In this role, you will be responsible for building strong relationships with clients, ensuring their financial needs are met through tailored solutions. With over 60 years of experience, this premier investment company prides itself on trust and integrity, offering a unique opportunity to grow your career while helping clients achieve their financial goals. If you're passionate about finance and client interactions, this role is perfect for you.

Qualifications

• Strong skills in financial presentations and client relationship management.
• Experience in document verification and sales processes.

Responsibilities

• Present financial solutions to walk-in clients daily.
• Collect documents and ensure timely issuance of insurance policies.
• Gather references from clients to increase engagement.
• To collect premium amount from the clients and timely deposit the same to Operation Executive/Venue Manager on a daily basis.

Skills

Financial Presentation

Client Relationship Management

Document Verification

Sales Skills

Education

Bachelor's Degree in Finance or related field

Job description

Job posted on

Location

Functional

Business Development

Department

Designation

RELATIONSHIP MANAGER

Entity

Bajaj Capital Limited

Business Unit

N/A

Number of Position(s)

3

Openings Valid Till

Company Description

About Bajaj Capital Limited:

1. Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. We are in the business of guiding our investors about putting their hard-earned money and helping them achieve their financial goals through wise decisions. Trust and goodwill form the fundamental basis of our relationships with people.
2. Here at Bajaj Capital, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Net worth clients, among others.
3. Over the last 60+ years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

Job Description

1. To give proper financial presentation to all walk-in clients on a daily basis.
2. To take 5 references from each walk-in client and work towards calling them in the venue.
3. To check and collect documents from the clients and ensure timely issuance of insurance policy.
4. To collect premium amount from the clients and timely deposit the same to Operation Executive/Venue Manager on a daily basis.