Senior Relationship Manager

Bajaj Capital; Pune District, Ahmedabad District, Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Bajaj Capital in Pune is looking for a dedicated professional to manage relationships with HNI and Ultra clients. This role involves cross-selling a range of financial products including Life Insurance, Health Insurance, Mutual Funds, and more.

The ideal candidate will conduct daily sales calls, update clients on market trends, and ensure financial goals are met. This position requires regular training to stay updated on all products and schemes to best serve clients.

Join us to enhance your sales skills while providing exceptional service to a diverse clientele.

Qualifications

• Ability to deal with HNI and Ultra Clients.
• Experience in cross-selling various financial products.
• Strong sales and client relationship management skills.

Responsibilities

• Dealing with HNI and Ultra Clients.
• Conducting daily sales calls with prospective clients.
• Updating clients about market trends and products.

Job description

Role & responsibilities

Dealing with HNI and Ultra Clients

Cross Sell the products Life Insurance ,Health Insurance ,GI ,Mutual Fund ,PMS, AIF Etc

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.