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Relationship Manager / Executive

Keywords / Skills : Relationship Manager, Selling, Marketing, BD, Account manager

1 - 5 years
Posted: 2018-10-06

Job Description
Job Summary 
  • Formulating the strategies to increase client base 
  • Preparation and execution of Financial Planning 
  • Approaching need based product to the client through Financial Planning 
  • Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Real Estate, Gold(ETF), &FMP. 
  • Portfolio review of client at regular intervals
  • Assessing the portfolio risk according to changing market situation. 


Responsibilities and Duties 
  • 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. 
  • Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company. 
  • 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. 
  • Achieving financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products 

Required Experience, Skills and Qualifications 
  • Interested in sales of Financial Product (Wealth Management) 
  • Basic Knowledge and Understanding of Financial Industry. 
  • Exp : Minimum one year Exp in sales of Financial Products 



About Company

Bajaj Capital Ltd.
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