Relationship Manager /Senior Relationship Manager

Bajaj Capital; Coimbatore District; On-site; INR 300,000 - 550,000; Full time

Job summary

Bajaj Capital is seeking a dynamic sales-oriented professional in Coimbatore to drive client acquisition and build AUM through effective financial product solutions. You will advise on life and general insurance, mutual funds and fixed income products while expanding the client base via referrals and new meetings.

The role emphasizes regular portfolio reviews, market awareness, and ongoing client communications. Training is provided to stay updated on schemes and strategies.

Qualifications

• Deep knowledge of life insurance, general insurance, mutual funds and fixed income investments.
• Ability to assess client risk and recommend suitable products.
• Strong communication and relationship-building skills.

Responsibilities

• Make daily sales calls to new prospects and identify client needs.
• Propose solutions and schemes aligned with client goals.
• Follow up regularly, tag leads in broadcasts and publish updates.
• Grow client base by referrals and new client meetings to build AUM.
• Review portfolios periodically and guide clients on investment options.
• Cross-sell products and keep clients informed about market trends.
• Attend trainings to stay updated on all schemes and products.
• Communicate research and product information to clients and team.
• Collaborate with regional marketing/product teams to 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.