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Senior Relationship Manager

Senior Relationship Manager

Bajaj Capital

3 - 5 years

4 - 10 Lacs

Mumbai

Posted:Just now| Platform:

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Skills Required

Wealth management Investment advisory Compliance Mutual funds Financial planning Relationship Research

Work Mode

Work from Office

Job Type

Full Time

Job Description

Designation- Manager/ Sr Manager- Wealth Management

Job Profile:

Develop and provide solutions to the client s basis their requirements

Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles

Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM

Initiate portfolio review of the existing investors in a timely manner

Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends

Share regular updates with the investors with regards to the schemes, research papers, etc.

Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

Excellent socializing and relation building skills.

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

Able to analyse the requirement of the client s basis their financial goals and have strong logical and numerical ability

Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.

Should always identify opportunities for greater profit

Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

**** Existing AUM which can be transferred ****

Desired Candidate Profile:

Candidate Should have minimum 3 - 5 years of experience in Wealth Management, Financial Planning & Investment Advisory.

Possession of requisite certifications will be an added advantage

Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.

Should have a proven track record of AUM garnering

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Bajaj Capital

Financial Services

New Delhi

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Senior Relationship Manager