Job Opportunity with Bajaj Capital for Relationship Manager, Multiple Locations within Kolkata, Dhanbad & Guwahati.
Position: Relationship Manager
Role: Full Time
Alternate Saturdays Working
Salary: (3 - 5) LPA (Don't have bar with right candidate)
Locations: Kolkata (2 Positions, Dhanbad & Guwahati)
Male & Female, both candidates are eligible.
Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
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 clients 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 like LI, MF, FI, GI and other liabilities products
Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends
Ensure regular connect with pending leads/references
Update self regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
Share regular communications with client regarding information, research and material of the organization
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate lead.
971 795 7906
Kumar.Anshuman @ bajajcapital.com