Bajaj Capital - Relationship Manager

The Bajaj Capital Group is one of Indias premier Investment Advisory and Financial Planning companies.

We are also SEBI-approved Category I Merchant Bankers.

We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others.

Bajaj Capital La Premier Group was created to cater to the needs of High Networth Individuals.

It is a specialized group comprising handpicked professionals that provides exclusive and world-class management services to a select group of client

Job Profile:

- Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.

- Penetration of all products including Mutual Funds(,Major product), Insurance(LI GI), FD, Bonds, IPO s, in all client portfolios and to Identify opportunities to cross-sell deep-sell by profiling clients in detail.

- Acquisition of a new Clients.

- Acquire and build relationship with HNI clients and handling and reviewing their portfolios

- Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer s 360 degree financial needs and fulfil with appropriate products.

Qualification - MBA (Preffered)