Senior Relationship Manager | Direct Sales

Bajaj Capital; Kanpur, Agra District, New Delhi; On-site; INR 420,000 - 700,000; Full time

Job summary

Bajaj Capital in India is seeking a capable wealth management professional to drive client prospecting, advisory, and portfolio growth in Kanpur. You will address client financial goals, recommend tailored solutions, and expand regional client bases with referrals and strong product knowledge.

Ideal candidates bring 1–7+ years in financial sales or wealth management, excellent communication, and deep product understanding across mutual funds, insurance, and fixed income.

Qualifications

• Graduation is mandatory.
• Fresh MBA graduates with valid NISM certifications and good market knowledge encouraged to apply.
• 1–7+ years in financial sales or wealth management.
• Excellent communication, interpersonal, and analytical skills with a strong target mindset.
• Deep knowledge of Mutual Funds, Life & General Insurance, Fixed Income, and other investment products.
• Strong advisory skills: wealth planning and client risk assessment.

Responsibilities

• Prospect and generate leads, contact potential clients, and share market updates.
• Provide investment advisory with tailored financial solutions.
• Grow branch AUM/AUA through client acquisition and referrals.
• Review client portfolios, diversify holdings, and cross-sell suitable products.
• Sell a wide range of wealth products including Mutual Funds, SIPs, Life/General Insurance, Fixed Income, and NPS.
• Conduct regional marketing activities and share research materials with clients.

Skills

Communication skills

Interpersonal skills

Analytical skills

Education

Graduation mandatory

NISM certifications for freshers

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.