RELATIONSHIP MANAGER

Bajaj Capital Limited; Patna; On-site; INR 400,000 - 600,000; Full time

Job summary

A leading investment firm in India is seeking a Relationship Manager for a nationwide role. The position involves acquiring new clients, increasing engagement with existing clients, and providing complete financial planning solutions tailored to their risk and reward appetite. You will conduct regular client follow-ups, review portfolios, and ensure revenue targets are met. Ideal candidates should possess strong product knowledge and sales skills to thrive in a competitive financial advisory environment.

Qualifications

• Must possess detailed knowledge of life insurance, general insurance, fixed income, and mutual funds.
• Understanding of client risk and reward appetite.
• Ability to provide sound and reliable financial and sector knowledge.

Responsibilities

• Acquire new clients and increase engagement with existing clients.
• Conduct daily sales calls and identify client needs.
• Review and diversify existing client portfolios regularly.
• Achieve revenue targets based on guidelines.
• 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
• Achieving Revenue Targets: Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at Bajaj Capital
• Share daily business data from respective clients with the branch client service officer
• Ensure and drive high utilization of digital platforms keeping in mind

Skills

Client engagement

Financial planning

Sales calling

Product knowledge

Market trends understanding

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

Job Title – Relationship Manager

Grade – B4

Location – Pan India

Reports to – Branch Head

Job Purpose – The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

Key Job Responsibilities

• Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
• 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
• Achieving Revenue Targets: Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at Bajaj Capital
• Share daily business data from respective clients with the branch client service officer
• Ensure and drive high utilization of digital platforms keeping in mind

Knowledge

• Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds
• 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