Urgent Opening- Relationship Manager/ Sr Relationship Manager

Bajaj Capital; Bengaluru; On-site; INR 400,000 - 1,000,000; Full time

Benefits offered by this job

Monthly performance-based incentives

Local conveyance reimbursement

Mobile reimbursement

Rewards & Recognition

Fast-track appraisal two appraisal Cyc

Job summary

Bajaj Capital is hiring a Relationship Manager/Senior Relationship Manager in Bengaluru to acquire new clients and deepen engagement with existing clients through comprehensive financial planning and investment solutions. You will work to meet revenue targets while expanding the branch's AUM/AUA.

The role requires strong communication and client-facing skills, with 1 year of experience in financial planning or wealth management. Certifications like NISM MF Advisory, CFP or CWM are advantageous.

Qualifications

• 1 year of relevant experience in financial planning or wealth management.
• Strong communication and client relationship skills.
• Understanding of investment products and markets.
• NISM Mutual Fund Advisory, CFP, or CWM certifications are advantageous.

Responsibilities

• Acquire new clients and increase engagement with existing clients by providing comprehensive financial planning and investment solutions.
• Conduct daily sales calls with prospective clients to understand their financial needs and investment objectives.
• Recommend suitable investment products and solutions based on clients' goals and risk appetite.
• Conduct timely and regular follow-ups with prospective and existing clients.
• Expand the client base through new client acquisition, referrals and relationship building to grow AUM/AUA for the branch.
• Help clients achieve goals through products like Mutual Funds, Retirement Planning, General Insurance, Fixed Deposits, Life Insurance, PMS, AIFs, and other financial products.
• Cross-sell and up-sell relevant products and keep clients updated on market trends.
• Coordinate marketing and client engagement activities with Branch Marketing and Product teams to generate leads and support growth.

Skills

Strong communication

Interpersonal skills

Relationship management

Job description

Job description

We're Hiring Relationship Manager/ Sr Relationship Manager

Job Purpose:-

The purpose of this role is to acquire new clients and enhance engagement with existing clients by providing comprehensive financial planning and investment solutions based on their financial goals, risk appetite, and return expectations, while achieving the revenue targets of the branch.

Key Job Responsibilities:-

• Acquire new clients and increase engagement with existing clients by providing comprehensive financial planning and investment solutions.
• Conduct daily sales calls with prospective clients to understand their financial needs and investment objectives.
• Recommend suitable investment products and solutions based on clients requirements, financial goals, and risk appetite.
• Conduct timely and regular follow-ups with prospective and existing clients.
• Expand the client base through new client acquisition, referrals, and relationship building to grow AUM/AUA for the branch.
• Help clients achieve their financial goals through a range of products, including Mutual Funds, Retirement Planning, General Insurance, Fixed Deposits, Life Insurance, PMS, AIFs, and other financial products.
• Cross-sell and up-sell relevant products and services to existing clients and keep them updated on primary and secondary market trends.
• Conduct regular marketing and client engagement activities in coordination with the Branch Marketing and Product teams to showcase products, generate leads, and support business growth.

Desired Candidate Profile

• Strong communication, interpersonal, and relationship management skills.
• Minimum 1 year of relevant experience in Financial Planning, Investment Advisory, Wealth Management, or a related field.
• Good understanding of investment products and financial markets.
• Pleasing personality with a strong client-centric approach.
• Candidates with NISM Mutual Fund Advisory, CFP, CWM, or other relevant certifications will have an added advantage.

Perks & Benefits

• Monthly performance-based incentives
• Local conveyance reimbursement
• Mobile reimbursement
• Rewards & Recognition
• Fast-track appraisal two appraisal cycles in a year

Location- Across Bangalore( Indira Nagar, Rajaji Nagar, Banashankari)

CTC- 4 LPA- 10 LPA

Experience- ( 1 - 6 Years)

regards

Gaurav Singh