Walk-in | Relationship Manager / Senior Relatinship Manager

Bajaj Capital; Coimbatore District; On-site; INR 350,000 - 700,000; Full time

Job summary

Bajaj Capital in Coimbatore, Tamil Nadu seeks a target-driven financial advisor to engage prospective clients, understand needs, and tailor solutions across life insurance, general insurance, mutual funds, fixed income, and other products.

You will review client portfolios, drive AUM growth, conduct regular follow-ups, and share research and market updates while collaborating with regional teams for cross-selling and advisory services.

Qualifications

• Detailed product knowledge across financial instruments including life/general insurance, mutual funds, fixed income and health insurance.
• Ability to assess client portfolios and align recommendations with risk tolerance and goals.
• Strong communication and relationship-building skills for client acquisition and cross-selling.

Responsibilities

• Conduct daily sales calls with prospective clients to identify needs.
• Provide and develop financial solutions and schemes to meet client requirements and goals.
• Follow up regularly with leads, broadcast updates, and build the client base and AUM.

Skills

Mutual funds

Life insurance

General insurance

Bonds

Fixed deposits

Investment banking

Health insurance

Job description

ROLES AND RESPONSIBILITIES:

• 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.

• Desired Candidate Profile
• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income,

mutual funds, etc.

• Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to

achieve their financial goals

• Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors,

must provide sound and reliable advice to client.

KEY SKILLS: Mutual funds,Life insurance, General Insurance, Bonds,Fixed Deposits, Investment Banking, Health Insurance.