Bajaj Capital Ltd Recruitment 2025 | Sr. Relationship Manager |
Company Name – Bajaj Capital Ltd
BajajCapital provides need-based solutions at the right value, gaining lifetime client Relationships through a happy team. Safe & secure. BajajCapital has contributed to the growth of the Indian capital market at every step, with 60+ years of experience in helping people protect & grow wealth.
Position – Sr. Relationship Manager
Job Location – Bhubaneswar, Kolkata, Dhanbad
Salary – Rs. 4-8 Lacs P.A
Desired Candidate Profile –
- 1. Candidate with good communication skills.
- 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
- 3. Pleasing Personality
- 4. Candidates with NISM – MF Advisory module /CFP/CWM would have an added advantage
Job Description –
- Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
- 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 clients.
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
- Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
Send CV – Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com or jackline.shah@bajajcapital.com
More Details – Click here
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