Relationship Mnaager (Uttar Pradesh)

Job Description

1 Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.

2 Penetration of all products including Mutual Funds , Insurance , Equity in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.

3 Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios

4 Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ ToAnalyze, understand customer’s 360 degree financial needs and fulfill with appropriate products.
Desired Profile 1. Excellent Communication Skills.

2. Should have experience of Portfolio Management / Advisory Services of Investment Products.

3. Should have experience of Dealing with HNI and MNI’s clients.

Dear Aspirants ,

India’s Premier wealth advisory company is Hiring Wealth Managers for Premier segment .

Bajaj Capital is having more the 50 Years of Experience in Financial assessment and client servicing .

So we are going to Expand our Wealth Segment for same we are hiring good experienced wealth managers .

Job Purpose:

Monitor and address HNI clients’ banking and Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.

Company Description

Bajaj Capital is among the pioneers of the investment advisory and financial planning… industry in India. For over four decades, the Company has been serving Indian investors, and giving shape to the vision of its founder-chairman, Mr K.K. Bajaj.  Read full description