Job Description

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @HyderabadInterested candidate For profile confirmation Please share your CV to email id on harini.sree@bajajcapital.com or WhatsApp your CV - 6381629673 for immediate response.JOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.CTC: Its not constrain for right candidate (Its Negotiable).Experience: 1 to 6 Yrs and above.Location: Hyderabad (Gachibowli)Functional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 6Notice period: Most preferred for immediate joiner/ 15 days / 1 month.Note- Must have experience into Direct sales (insurance/mutual fund)ROLES AND RESPONSIBILITIES:

• 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.

• Desired Candidate Profile

• 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 well knowledge of competitors, must provide sound and reliable advice to client.

Bajaj Capital