Relationship Manager

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 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 and AUA for the branch.

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.

Knowledge:

Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc

Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals

Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge

of competitors, must provide sound and reliable advice to clients

Skills:

Social/Interpersonal Skills: have excellent socializing and relation building skills.

Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.

Should be a confident individual and must conduct and present themselves we'll in front of client

Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability

Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.

Should always identify opportunities for greater profit

Compliance: follows the guidelines and compliance needs and be close

Role: Relationship Manager

Industry Type: Banking

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Banking Operations

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills

Analytical skillsLead generationInterpersonal skillsInvestment advisoryFixed incomeFinanceMutual fundsFinancial planningInformation researchPortfolio management

• It is a Full Time Field Sales job for candidates with 1 - 5 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 1 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹50000 per month that depends on your interview. It's a Full Time job in Chennai.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., BAJAJCAPITAL.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 5 Relationship Manager at BAJAJCAPITAL
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 10:00 दोपहर - 06:00 शाम timing.