Relationship Manager

Bajaj Capital; Tiruchirappalli; On-site; INR 300,000 - 700,000; Full time

Job summary

Bajaj Capital is seeking a client-focused sales and wealth advisory professional in India. You will conduct daily outreach to prospective clients, assess needs, and tailor financial solutions across life insurance, mutual funds, and other products.

You will build the client base, review portfolios, stay updated on market trends, and collaborate with regional teams to generate leads and drive AUM growth.

Qualifications

• Knowledge of life insurance, general insurance, mutual funds and related products.
• Ability to analyze client needs and suggest suitable schemes.
• Willingness to expand client base through referrals and regular follow-ups.

Responsibilities

• Conduct daily sales calling with prospective clients to identify needs.
• Provide and develop financial solutions and suggest schemes.
• Follow up regularly with leads and tag them on broadcasts and articles.
• Increase client database by meeting new clients and generating AUM.
• Review and diversify client portfolios and achieve financial goals.
• Update clients on market trends and cross-sell products.
• Attend trainings to update knowledge on schemes and products.
• Coordinate with regional marketing and product teams to showcase products and generate leads.

Skills

Mutual funds

Life insurance

General Insurance

Bonds

Fixed Deposits

Investment Banking

Health Insurance

Job description

ROLES AND RESPONSIBILITIES:

• 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.

• Desired Candidate Profile
• 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 client.
KEY SKILLS:
Mutual funds,Life insurance, General Insurance, Bonds,Fixed Deposits, Investment Banking, Health Insurance.