Bajaj Capital - Relationship Manager/Senior Relationship Manager - Sales - Direct Channel (1-4 Yrs) Mumbai/Navi Mumbai/Ahmedabad/Rajkot/Nasik/Nagpur/Pune/Vadodara/Baroda/Delhi NCR/Gurgaon/Gurugram/Del (BFSI Sales)

Company Description :Bajaj Capital Ltd, located in Delhi, India, is a financial services company with over 60 years of experience in providing need-based solutions to help clients protect and grow their wealth. The company offers a diverse range of financial products and is committed to acting in the best interest of its clients through extensive research and high-quality mentorship.Job Profile :- Develop and provide solutions to the client s basis their requirements- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM- Initiate portfolio review of the existing investors in a timely manner- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends- Share regular updates with the investors with regards to the schemes, research papers, etc.- Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves :- Excellent socializing and relation building skills.- 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 well in front of client- Able to analyse the requirement of the client s basis their financial goals and have strong logical and numerical ability- 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- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profile :- Candidates Should have a minimum 6 month- 4 years of experience in Wealth Management, Financial Planning & Investment Advisory.- Possession of requisite certifications will be an added advantage- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.- Should have a proven track record of AUM garnering (ref:updazz.com)

Payroll Type : Permanent