B
Senior Relationship Manager
Dhanbad, Jharkhand, India · Tempo total
Seja o primeiro a se candidatar
- Experiência
- 1–8 yrs
- Salário
- INR 250,000 – INR 550,000 / year
- Vagas
- 1
- Publicado
- há 1 hora
- Modo de trabalho
- No escritório
- Educação
- Qualquer graduado
- Elegibilidade
- Graduation is not mandatory for this position.
- Retomar
- Obrigatório candidatar-se
Onde você trabalhará
Descrição da vaga
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.