Relationship Manager

Bajaj Capital; Dadri; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Bajaj Capital is seeking a Senior Relationship Manager in Dadri to drive client acquisition and portfolio growth. You will conduct daily outreach, assess client needs, present financial solutions, and build a robust AUM/AUA for the branch.

You will maintain relationships, stay updated on schemes, products, and market trends, and collaborate with marketing and product teams to generate leads and meet targets.

Qualifications

• Thorough knowledge of Life Insurance, general insurance, fixed income, mutual funds
• Wealth/Portfolio management understanding of client portfolios and risk-reward
• Sound financial planning/investment advisory knowledge and market awareness

Responsibilities

• Conduct daily sales calling with prospective clients and identify their needs.
• Provide and develop solutions and suggest schemes based on client requirements and goals.
• Conduct timely and regular follow ups with leads and tag them on broadcasts and articles.
• Increase client database by meeting new clients and leveraging referrals to grow branch AUM/AUA.
• Review and diversify existing client portfolios and provide guidance accordingly.
• Achieve clients' financial goals through various product lines.
• Cross-sell products and keep clients informed about market trends.
• Stay updated on all schemes, products and solutions through trainings.
• Share regular communications with clients regarding information, research and materials.
• Conduct regular marketing activities with regional teams to generate leads.

Skills

Interpersonal skills

Communication skills

Professional presence

Analytical skills

Target achievement

Profit opportunities

Compliance

Job description

Job Summary

Position: Senior Relationship Manager

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.

Knowledge

• 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 clients.

Skills

• Social/Interpersonal Skills: have excellent socializing and relation building skills.
• Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client
• Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
• Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit
• Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation