Relationship Manager

Bajaj Capital; Puri; Presencial; INR 350.000 - 650.000; Jornada completa

Descripción de la vacante

Bajaj Capital in India is seeking a dynamic sales and financial advisory professional to grow our client base. You will conduct daily sales calls, assess client needs, and tailor solutions across life insurance, general insurance, mutual funds, and fixed income to help clients achieve their goals.

You'll expand our AUM/AUA by meeting new clients, following up on leads, and coordinating with regional marketing.

Formación

• Product knowledge across life insurance, general insurance, fixed income, mutual funds, etc.
• Wealth/portfolio understanding with risk-reward considerations
• Financial planning/investment advisory with market knowledge and client-centric guidance

Responsabilidades

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

Conocimientos

Social/Interpersonal

Communication Skills

Confidence

Analytical Skills

Target-driven

Compliance

Descripción del empleo

• 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