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Relationship Manager

Hiring for Bajaj Capital

From 2 to 6 year(s) of experience

Mumbai (All Areas)

₹ 3.5-5 Lacs P.A.

Openings: 30Posted: 19 days agoJob Applicants: 51Job Views: 303
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Job Description

Role & responsibilities

1. Meeting and Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients and visiting clients on a daily basis.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond,

Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

Preferred candidate profile:

  • Bachelor's degree in business, marketing, or a related field.
  • Minimum of 1 years of experience working in financial sales role.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with clients.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Strong organizational and time management skills.
  • Willingness to travel to client location on a daily basis

Industry: Financial Services (Broking)
Department: BFSI, Investments & Trading
Role Category: General Insurance
Role: Relationship Manager
Employment Type: Full Time, Permanent

Preferred Keyskills

Education:UG -Any Graduate

Company Profile

TMI Network

Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment

Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Net worth

clients, among others. As one of the largest distributors of investment products, the company offers a wide range of

investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and

government organizations.

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Contact Details

Contact Company:TMI Network

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