Relationship Manager/Wealth Manager

About Company :

Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart. Why us? -Great choices Get an incredible range of financial products to choose from -Hassle-free process Timely updates, regular portfolio reviews and a 24x7 online call centre support to keep you updated about your investment -Within easy reach 150 offices in India, so even if you relocate, we are right there with you

Job Description :

Key Deliverable :

- Formulating The Strategies To Increase Client Base.

- Contact all mapped clients through daily/weekly/monthly calls, regularly

- Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company

- New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold, Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.

- Preparation And Execution Of Financial Planning

- Risk Profiling Of Existing & New Clients.

- Regular Portfolio Review Of Existing & New Clients.

- Providing seamless & superior service delivery.

- Timely follow-up on all the product renewal opportunities uploaded in the system.

- Promote large ticket MF SIP's per month.

- Manage AUM & month on month growth of the same

Responsibilities :

- Achievement of Product wise targets.

- Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.

- Regular contact with all mapped clients through daily/weekly/monthly calls.

- Resolution of queries of all mapped clients within TAT specified.

- Ensuring need based product approach towards clients & regular reporting of Product Penetration.

- Ensuring regular updation of call reports in relevant systems.

Desired Candidate Profile :

1. Excellent Communication Skill

2. Own Conveyance is a must.

Qualification : Degree

Working Days : 6 Days a Week (9:30 AM to 6:00 PM)

Job Nature : Full Time

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