RELATIONSHIP MANAGER

Bajaj Capital Limited; Kolkata District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading investment company in Kolkata is seeking a Senior Relationship Manager to conduct sales calls and build client relationships. The role involves understanding financial goals, providing sound investment advice, and diversifying client portfolios. Candidates should possess strong interpersonal and analytical skills, with an understanding of various financial products. This position requires excellent communication abilities and a commitment to achieving targets for both clients and the company.

Qualifications

• Detailed knowledge of products related to Life Insurance, General Insurance, fixed income, mutual funds.
• Ability to understand client portfolios and assist in achieving financial goals.
• Sound financial and sector knowledge to provide reliable advice.

Responsibilities

• Conduct daily sales calling with prospective clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients.
• Review and diversify existing client portfolios and provide guidance.

Skills

Social/Interpersonal Skills

Communication Skills

Analytical Skills

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.

Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes.

Our bouquet of services includes:

Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps:

• Need Analysis
• Scheme Selection

Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience.

Position: Senior Relationship Manager

Job Description

• 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.

To have the best of the talent in our company