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Relationship Manager/Sr Relationship Manager

Bajaj Capital

Job 1 - 3 years Fill 66 Allahabad (Uttar Pradesh)

"Opportunities don't happen, you create them"


We at Bajaj Capital Ltd. are hiring up for the role of a Relationship 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.

Candidates having experience in Mutual funds or Life Insurance should only apply


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.
  • 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.

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 share their updated cv's at aakankshi.kachroo @ bajajcapital .com




Bajaj Capital Limited ("Bajaj Capital"​) is India's premier "Investment Services"​ Company, with 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: Personalized Investment Services: We create a customized 'snapshot'​ using our proprietary 360 degree financial assessment tool. 360 Degree Financial Assessment Tool Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. Bajaj Capital is not an Investment Adviser or Financial Planners. Incredible Range of Financial Products As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service

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