RELATIONSHIP MANAGER

Bajaj Capital Limited; Kamrup Metropolitan; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Incentives monthly

Reimbursements (local conveyance + 모바일

Rewards & Recognition

Fast track appraisal

2 appraisals in a year

1st & 3rd Saturday Off

Job summary

Bajaj Capital Limited is seeking a Wealth Management Associate to actively acquire new clients and service existing ones. You will conduct financial assessments and tailor investment solutions across a range of instruments to grow client portfolios.

The role requires excellent communication, strong financial planning skills, and familiarity with wealth management products. NISM MF Advisory/ CFP/CWM certifications are advantageous; incentives and recognition programs are offered.

Qualifications

• Experience in wealth management products and financial services.
• Must have strong communication and interpersonal skills.
• NISM MF Advisory module / CFP / CWM certifications are a plus.
• Prior experience in client onboarding and portfolio reviews would be beneficial.

Responsibilities

• Acquire new clients and formulate strategies to grow the client base.
• Deal with servicing of existing clients and ongoing relationship management.
• Prepare and execute financial assessments and portfolio reviews.
• Provide investment services across funds, FDs, PMS, bonds, equities, gold ETFs, and FMPs.

Skills

Excellent communication

Financial planning

Investment advisory

Wealth management

NISM MF advisory module

CFP

CWM

Pleasing personality

Job description

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

Roles & Responsibilities

• Acquisition of new clients and formulating strategies to increase the client base.
• Dealing and servicing of existing clients.
• Preparation and execution of Financial assessments.
• Conducting Regular portfolio review of the clients.
• Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
• Approaching need based product to the clients through Financial assessment.
• Generating the revenue primarily through core products.

Salary: 3-6 LPA Experience : Minimum 1-2 years in Wealth Management products Skills needed : Candidates with Excellent communication skills. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1 -2 years Pleasing Personality and well behaved. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits

• Incentives Monthly
• Reimbursements(Local Conveyance + Mobile Reimbursement)
• Rewards & Recognition
• Fast track appraisal (Two appraisal in a year)
• 1st & 3rd Saturday Off