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Wealth Manager/ Relationship Manager | CTC upto 6 Lacs PAN INDIA

1 - 6 YearsChandigarh, Delhi NCR, Bengaluru, Chennai, Hyderabad, Kolkata, Vijayawada, Visakhapatnam

Posted: 14 days ago

Job Description

We at Bajaj Capital Ltd. are hiring up for the role of a 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.

Candidates having experience in Life Insurance or general insurance or mutual funds will be preferred.

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.
Thanks & Regards,
Parul Garg (HR)
Assistant Manager
(Talent acquisition)
Bajaj Capital Ltd.
Novus tower,First floor ,(East wing)Plot no 18,Behind Airtel building. Gurugram.
Mobile: 8802740097,Website:

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

Company Profile

Bajaj Capital Limited
View Contact Details+
Contact Details

Recruiter Name:PARUL GARG

Contact Company:Bajaj Capital Limited



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