Relationship Manager

Bajaj capital

Roles & Responsibilities:

Acquisition of new clients and formulating strategies to increase the client base.

Dealing and servicing of existing clients.

Preparation and execution of Financial assessments.

Conducting Regular portfolio review of the clients.

Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

Approaching need based product to the clients through Financial assessment.

Generating the revenue primarily through core products.

Experience : 1 - 7 Years

No. of Openings : 100

Education : Any Bachelor Degree

Role : Portfolio Management

Industry Type : Accounting / Finance

Gender : [ Male / Female ]

Job Country : India