Senior Relationship Manager

☞ Bajaj Capital Ltd

View: 104

Update day: 31-05-2024

Location: Allahabad Uttar Pradesh

Category: Sales

Industry: Financial Services

Position: Mid-Senior level

Job type: Full-time

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Job content

Position: Relationship Manager/ SR. Relationship Manager

Location: Prayagraj Kanpur Lucknow Meerut Varanasi Agra

Job Description:

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.

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.

Requirements:

-Minimum of 2-5 years of experience in Relationship Manager/SR. Relationship Manager

-Must have a detailed knowledge of all products related to life insurance, General Insurance, Fixed income,

Mutual funds, PMS, AIF etc.

Kindly share your cv at :

shubhangi.dhar@bajajcapital.com

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Deadline: 15-07-2024

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