Relationship Manager- Wealth Management

Bajaj Capital; Lucknow; On-site; INR 500,000 - 900,000; Full time

Job summary

Bajaj Capital is seeking a Wealth Relationship Manager to drive B2C sales and build lasting client relationships by understanding financial goals and offering suitable investment and wealth management solutions. The role focuses on acquiring new clients, proposing products, and delivering personalized financial guidance in a dynamic market.

This position requires strong communication, a client-first mindset, and the ability to manage multiple relationships while meeting sales targets in the

Qualifications

• Experience in wealth management and B2C sales.
• Ability to identify client needs and recommend solutions.
• Familiarity with Mutual Funds, PMS, Insurance, Fixed Deposits.

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.

Job description

Wealth Relationship Manager B2C Sales

We are looking for a Relationship Manager / Senior 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.