Relationship Manager/Senior relationship manager

Bajaj Capital; Chennai District; On-site; INR 300,000 - 500,000; Full time

Job summary

Bajaj Capital is looking for a Relationship Manager/Sr. Relationship Manager to join their team in Chennai. The role involves conducting sales calls, providing financial solutions, and managing client portfolios effectively. The ideal candidate should have over a year of experience in direct sales, preferably in insurance or mutual funds.

A strong understanding of various financial products is essential, along with the ability to achieve client financial goals through tailored strategies. Apply now to be a part of this dynamic team!

Qualifications

• Experience: 1+ Year in direct sales (insurance/mutual fund).
• Must have detailed product knowledge in Life Insurance, general insurance, fixed income, mutual funds.

Responsibilities

• Conduct daily sales calling with prospective new clients.
• Provide and develop solutions based on client requirements.
• Increase client database by meeting new clients.
• Achieve financial goals of the clients through various products.
• Conduct regular marketing activities to generate leads.

Skills

Mutual funds

Life insurance

General Insurance

Home Loans

Bonds

Fixed Deposits

Investment Banking

Health Insurance

Education

Any Graduate

Job description

Job Description

Role: Relationship Manager / Sr. Relationship Manager / Deputy Branch Manager.

CTC: Not constrained for the right candidate (Negotiable).

Experience: 1+ Year.

Location: Chennai.

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Total Openings: 10.

Notice Period: Most preferred for immediate joiner / 15 days / 1 month.

Note: Must have experience in Direct sales (insurance/mutual fund).

Roles and Responsibilities

• Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients based on 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.
• Product Knowledge: 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: 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, Home Loans, Bonds, Fixed Deposits, Investment Banking, Health Insurance.

Knowledge

• Product Knowledge: 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: thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.