Senior Relationship Manager | Delhi NCR

Bajaj Capital; Gurugram District, Greater Noida, Delhi; On-site; INR 550,000 - 900,000; Full time

Job summary

Bajaj Capital is seeking a finance professional to prospect clients, advise on investments, and grow branch assets under management. The role emphasizes meeting targets, building client relationships, and cross-selling a broad basket of wealth products.

Responsibilities include handling client portfolios, staying updated on market trends, and delivering tailored financial solutions. Fresh MBA graduates with NISM are welcome to apply, with 1–7+ years of experience in wealth management preferred.

Qualifications

• Graduation is mandatory for all applicants.
• Fresh MBA graduates with valid NISM certifications are encouraged to apply.
• 1 to 7+ years in financial sales or wealth management is expected.
• Excellent communication, interpersonal and analytical skills with a target orientation.
• In-depth knowledge of Mutual Funds, Life & General Insurance, Fixed Income and other investments.
• Strong advisory skills in wealth management and financial planning.

Responsibilities

• Prospect clients daily, identify goals, and follow up with market updates and articles.
• Provide tailored investment advisory aligned to client requirements.
• Acquire new clients and grow branch AUM and AUA through referrals.
• Review and diversify client portfolios; cross-sell suitable financial products.
• Sell and advise on Mutual Funds, SIPs, Insurance, Fixed Income, and NPS.
• Conduct regional marketing activities and share market research with clients.

Skills

Client Prospecting

Lead Generation

Financial Advisory

Portfolio Growth

Cross-Selling

Market Research

Education

Graduation

MBA Fresh with NISM

Job description

Key Responsibilities

• Client Prospecting & Lead Generation: Make daily calls to prospective clients, identify their financial goals, and follow up regularly with relevant market updates and articles.
• Investment Advisory: Recommend tailored financial solutions and schemes that align with each client's specific requirements.
• Business & Portfolio Growth: Acquire new clients, gather references from existing clients, and increase branch AUM (Assets Under Management) and AUA (Assets Under Advice).
• Portfolio Management & Cross-Selling: Review and diversify client portfolios regularly, providing guidance and cross-selling suitable financial products.
• Product Basket: Sell and advise on a wide range of wealth and financial products, including Mutual Funds, SIPs, Life Insurance, General/Health Insurance, Fixed Income, and NPS
• Market Engagement & Learning: Conduct regional marketing activities to showcase company products, stay updated on market trends through regular training, and share research materials with clients.
  

Key Requirements

• Education: Graduation is mandatory.
• Freshers: Fresh MBA graduates with valid NISM certifications and good market/product knowledge are encouraged to apply.
• Experience: 1 to 7+ years in financial sales or wealth management.
• Skills: Excellent communication, interpersonal, and analytical skills with a strong target-oriented mindset.
• Product Knowledge: In-depth knowledge of Mutual Funds, Life & General Insurance, Fixed Income, and other investment products.
• Advisory: Strong understanding of wealth management, financial planning, and client risk assessment.