BajajCapital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. Here is a glimpse of our journey through the years.
Job description
We are looking Young and Energetic candidates for Relationship Manager and Senior Relationship Manager at Chennai Location. Preferable from any Direct Selling experience from any insurance companies or any wealth Management firm or Mutual fund industry.
Key Job Responsibilities
1.Acquisition of new client & Dealing with Existing client.
2.Assessment of Current Portfolio of client
3. Provide & Develop solution & suggest schemes to client based upon there goals & Requirement
4.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
5.Achieve financial goals of the clients through various product line.
6.Update and cross sell products to existing clients and update them about the primary and secondary market trends.
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 clients
Skills:
- Social/Interpersonal Skills: have excellent socializing and relation building skills.
- Communication Skills: have 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
- Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability.
Interested candidate can share your CV to saranya.n@bajajcapital.com also can share CV on WhatsApp 7639158626
Also interested candidates can walk in for an interview on 23rd Sep 2022(10 AM to 1.30 PM)
Address is below:
Bajaj Capital Limited, South S7/1, Cavery Tower, G.S.T Road, above Harsha Toyota Showroom, Guindy, Chennai, Tamil Nadu 600032
Contact Person- Saranya N – HR
