Bajaj Capital Limited
35B, Sector 35, Chandigarh, 160022, India
Banking / Finance / Insurance
We at Bajaj Capital Ltd. are hiring up for the role of a Relationship Manager/Wealth Manager , who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Based on your experience and company's profile you will be responsible for some/all of the following:-
Procuring the potential clients through networking, database, market analysis and references.
Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Managing and improving relationship values through clienteling.
Liaison with operations team to resolve queries and revenue generation.
Comply with organizational guidelines and norms.
Direct-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
Achieving financial goals and maintaining organization brand value.
Note: Theincircle.com never ask you for money.