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Walkin for Relationship Manager Ctc-upto 6 Lacs accros New Delhi

1 - 6 YearsDelhi NCR

Posted: 13 days ago

Job Description

Relationship Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.   
 
Product Mix: Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.
 
Roles and Responsibilities:
  • Based on your experience and company's profile you will be responsible for some/all of the following:-

  • Procuring the potential clients through networking, database, market analysis and references.
  • Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
  • Managing and improving relationship values through clienteling.
  • Liaison with operations team to resolve queries and revenue generation.
  • Comply with organizational guidelines and norms.
  • Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
  • Achieving financial goals and maintaining organization brand value.

Why should you be a part of us:
  • Best leaders form our umbrella brand.
  • The company has a huge badge in the industry for over 53 years
  • Best salaries offered with lucrative incentives & benefits.
  • Consistent ascend of opportunities and career growth.


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
Keyskills:

Company Profile

Bajaj Capital Limited
The international college of financial planning (ICFP) is an approved education provider of the CFP Certification education programme of the Financial Planning Standards Board, India. The college is run by a team of professionals. ICFP is a market leader in CFP certification education programme in India with about 3800 students enrolled with it.
The college is a sister concern of Bajaj Capital Ltd a leading name in the financial industry.
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Contact Details

Recruiter Name:Shalu Tokas

Contact Company:Bajaj Capital Limited

Telephone:8929424682