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Opening for Relationship / Senior Relationship Manager

1 - 6 YearsDelhi NCR, Bengaluru, Chennai, Hyderabad, Kolkata

Posted: 32 days ago

Job Description

Roles and Responsibilities :

Based on your experience and company requirement you will be responsible for some/all of them.

1.Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's base.

2. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.

3.Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

4. Achieving financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products

Key requirements :

1. Qualification: Graduation or MBA (Both Can Apply).
2. Experience: 1-8 years.
3. Must have experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.

Why you should join us :

1. Salary will be best in industry based on your experience. Additional bonus and incentives based on individual's, team's or company's performance.

2. Excellent and diverse future career growth opportunities.

3. 52+ years old reputed and trusted firm with huge client base.

4. Training of candidates based on the need analysis will be provided to assist your career growth.

5. Join us if you want to be the part of the team of top wealth managers in the leading financial company.


Salary: INR 2,00,000 - 6,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time

Company Profile

Bajaj Capital Limited
Bajaj Capital Limited
Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Networth clients, among others. As one of's largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and government organizations.

Since 52 years, Bajaj Capital has been helping millions of individual clients (approx 3.5 lacs families) creating and protecting the wealth with over 200 branches in more than 100 cities. It has a strong team of 1500 qualified and experienced professionals to back the investor services.

Bajaj Capital are the pioneers, who introduced the concept of 'Financial Planning' in India and the company had been adjudged, The Economic Times Best BFSI Brands 2016, Best Financial Advisor 2009, 2011, 2013, 2015 and 2016 by CNBC TV18 UTI-MF and Great Place to Work' 2011.
Markets may change, but our promises don't
Who are we?
Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others.

Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

Why us?
-Great choices

Get an incredible range of financial products to choose from

-Hassle-free process

Timely updates, regular portfolio reviews and a 24x7 online call centre support to keep you updated about your investment

-Within easy reach

150 offices in India, so even if you relocate, we are right there with you

What can we do for you?
We are the leading authority on personalized investment solutions in India. We offer need based investment solutions for all your dreams, be it:


Wealth Creation

Tax Saving

Children's Future

Buying property

Owning a car

How do we help you achieve your goals?
We use our 360° Financial Assessment Tool, a unique scientific method which identifies the right product as per your financial goals in 3 easy steps:

1. Need Analysis:

Identifying your goals, preferences and risk appetite

2. Scheme Selection:

Presenting you with a set of schemes that help you achieve the goals

3. Efficient Execution:

Being with you every step of the way
View Contact Details+
Contact Details

Recruiter Name:Shalu Tokas

Contact Company:Bajaj Capital Limited