Relationship Manager/ Sr Relationship Manager

Bajaj Capital; Pune District; On-site; INR 300,000 - 600,000; Full time

Job summary

Bajaj Capital is seeking a Relationship Manager B2C Sales in Pune to drive direct sales and build strong client relationships. You will understand financial goals and offer suitable investment and wealth management solutions to meet client needs.

Role involves acquiring new clients, presenting investment products, and maintaining long-term relations, with a focus on tailoring solutions to individual financial objectives and risk profiles.

Responsibilities

• Acquire new clients through direct/B2C sales.
• Sell investment and wealth management products such as Mutual Funds, PMS, Insurance, Fixed Deposits, and other financial products.
• Develop and maintain long-term client relationships.
• Identify client needs and recommend suitable investment solutions.

Skills

B2C Sales

Client Relationships

Financial Guidance

Job description

Relationship Manager B2C Sales

We are looking for a Relationship Manager to drive B2C sales and build strong relationships with clients by understanding their financial goals and offering suitable investment and wealth management solutions.

Key Responsibilities:

• Acquire new clients through direct/B2C sales.
• Sell investment and wealth management products such as Mutual Funds, PMS, Insurance, Fixed Deposits, and other financial products.
• Develop and maintain long-term client relationships.
• Identify client needs and recommend suitable investment solutions.