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Senior Relationship Manager

Bajaj Capital

Dhanbad, Jharkhand, India • Vollzeit

Bewerben Sie sich als Erste/r!

Erfahrung
1–8 yrs
Gehalt
INR 250,000 – INR 550,000 / year
Stellenangebote
1
Veröffentlicht
vor 4 Stunden
Arbeitsmodus
Im Büro
Ausbildung
Jeder Absolvent
Teilnahmeberechtigung
Graduation is not mandatory for this position.
Wieder aufnehmen
Bewerbung erforderlich

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Stellenbeschreibung

Role overview

Bajaj Capital Insurance Broking Ltd is hiring a Senior Relationship Manager in Dhanbad, India. The role focuses on managing affluent client relationships, understanding their financial objectives, and recommending suitable investment and wealth solutions.

Key responsibilities

  • Build and maintain strong relationships with high net worth individuals to understand their financial goals and suggest personalized investment options.
  • Offer and sell related third-party products to current customers, including mutual funds, PMS, AIFs, insurance, and other wealth management products.
  • Generate fresh business by leveraging direct selling methods and by expanding opportunities within the existing customer base.
  • Track client portfolios on an ongoing basis to keep them aligned with client objectives and revise holdings when needed.

Requirements

  • Between 1 and 8 years of experience in B2C sales or the wealth management sector.
  • Good knowledge of investment products such as mutual funds, PMS, AIFs, insurance, and similar offerings.
  • Strong communication skills and the ability to develop trust-based relationships with HNI clients.
  • Comfort working toward business targets while preserving a high standard of client satisfaction.

Eligibility

Graduation is not mandatory for this position.

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