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| Job Location | Dhanbad |
| Education | Not Mentioned |
| Salary | Rs 3.0 - 5 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Dear Aspirants,Inviting applications for position of Relationship Managers.who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage.Roles and Responsibilities:1. Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to new customers and building depth within the existing relationships.2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.3. Formulating strategies for expanding the client base by providing investment advice to the clients.4. Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.5. Cross-sell products and services to both new & existing clients according to their need.6. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.Why us -Great choicesGet an incredible range of financial products to choose from-Hassle-free processTimely updates, regular portfolio reviews and a 24x7 online call centre support to keep you updated about your investment-Within easy reach150 offices in India, so even if you relocate, we are right there with you-- Best Regards,Pawan PrasadHuman Resources | Bajaj Capital Ltd.pawan.prasad@bajajcapital.com
Keyskills :
utual fundscross sellingportfolio managementrelationship managementfinancial advisoryinvestment planninggeneral insurancesales - investment bankingclient acquisitioninvestment advisorylife insurancedirect sales