Relationship Manager

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

Job summary

Bajaj Capital is hiring an Investment Relationship Manager (RM)/Sr Relationship Manager in Kolkata to understand customers' financial and investment needs and guide them toward suitable solutions.

The role focuses on building and maintaining strong client relationships, recommending investment products, and achieving monthly sales targets through quality interactions with clients. Products include Mutual Funds, Corporate Fixed Deposits, PMS, AIF and Insurance.

Responsibilities

• Understand customers' financial and investment needs.
• Recommend suitable investment solutions.
• Guide customers on investment products and services.
• Build and maintain strong customer relationships.
• Achieve monthly sales targets through quality customer interactions.

Job description

Position: Investment Relationship Manager (RM)/ Sr Relationship Manager

The role focuses on , , , It's and .

Job Responsibilities

• Understand customers' financial and investment needs.
• Recommend suitable investment solutions.
• Guide customers on investment products and services.
• Build and maintain strong customer relationships.
• Achieve monthly sales targets through quality customer interactions.

Products

• Mutual Funds
• Corporate Fixed Deposits (FD)
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Insurance

interested candidates kindly share resume at [e-mail]