Relationship Managers
Bajaj Capital
Delhi, Delhi, IN
20h ago
source : Instahyre

Responsibilities :

  • Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to new customers and building depth within the existing relationships.
  • Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.
  • Formulating strategies for expanding the client base by providing investment advice to the clients.
  • Maintaining long-term relationships with existing / new clients for increasing the Asset Under Management (AUM) for the company.
  • Cross-sell products and services to both new & existing clients according to their need.
  • New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.
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