Business Development Executive / Finance / Insurance / Retail / Sales
Relationship Manager/wealth Manager Full Time
Job Description
Candidates having experience in Life Insurance or mutual funds will be preferred.
Roles and Responsibilities:
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.
Cross-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.
Why should you be a part of us:
Best leaders form our umbrella brand.
The company has a huge badge in the industry for over 53 years
Best salaries offered with lucrative incentives & benefits.
Consistent ascend of opportunities and career growth.
Interested candidates can reach out to :
Aakankshi Kachroo
Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Sales , Retail , Business Development
Role Category:Channel Sales
Role:Client Relationship Manager
Employment Type: Permanent Job, Full Time
Recruiter Name: AAKANKSHI KACHROO
Bajaj Capital Ltd.
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