Walk-in | Relationship Manager/Senior Relationship Manager

Bajaj Capital; Coimbatore District; Presencial; INR 350.000 - 700.000; Jornada completa

Descripción de la vacante

Bajaj Capital in Coimbatore, Tamil Nadu, invites applications for a dynamic sales-focused role in wealth management. You will conduct daily sales calls, tailor financial solutions across life insurance, general insurance, mutual funds, fixed income and bonds, and aim to grow the client base and AUM.

This position emphasizes updating products, attending trainings, and delivering timely market insights to clients to help them achieve financial goals.

Formación

• In-depth knowledge of life insurance, general insurance, fixed income and mutual funds.
• Ability to identify client needs and provide appropriate financial solutions.
• Willingness to undergo trainings and stay updated on schemes.

Responsabilidades

• Conduct daily sales calling with prospective clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their requirements and goals.
• Conduct timely follow ups with leads and tag them on broadcasts and new articles.
• Increase client database by meeting new clients and references from existing ones to build AUM.
• Review and diversify existing client portfolio and provide guidance accordingly.
• Achieve financial goals of clients through various product lines.
• Update and cross-sell products to existing clients and inform about market trends.
• Share regular communications with clients regarding information, research and materials.

Conocimientos

Mutual funds

Life insurance

General Insurance

Bonds

Fixed Deposits

Investment Banking

Health Insurance

Descripción del empleo

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.