Relationship Manager / Wealth Manager - Fresher

About the job:Key responsibilities:

1. Acquire new clients and increase engagement with existing clients by providing comprehensive financial planning and investment solutions.

2. Conduct daily sales calls with prospective clients to understand their financial needs and investment objectives.

3. Recommend suitable investment products and solutions based on clients requirements, financial goals, and risk appetite.

4. Conduct timely and regular follow-ups with prospective and existing clients..

5. Expand the client base through new client acquisition, referrals, and relationship building to grow AUM/AUA for the branch.

6. Help clients achieve their financial goals through a range of products, including Mutual Funds, Retirement Planning, General Insurance, Fixed Deposits, Life Insurance, PMS, AIFs, and other financial products.

7. Cross-sell and up-sell relevant products and services to existing clients and keep them updated on primary and secondary market trends.

8. Conduct regular marketing and client engagement activities in coordination with the Branch Marketing and Product teams to showcase products, generate leads, and support business growth.Who can apply:Only those candidates can apply who:are from Serampur Uttarpara onlySalary:₹ 3,00,000 - 6,00,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Other perks:5 days a week, Health Insurance, Life InsuranceSkills required:Sales and Financial ServicesOther Requirements:1. Strong communication, interpersonal, and relationship management skills.2. Good understanding of investment products and financial markets.3. Pleasing personality with a strong client-centric approach.4. Candidates with NISM Mutual Fund Advisory, CFP, CWM, or other relevant certifications will have an added advantage.About Company:Established in 1964, Bajaj Capital Limited (SEBI-approved Category I Merchant Banker) is one of India's premier investment services firms, offering personalized services to individual investors, non-resident Indians (NRIs), and clients with high net worths, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products, such as mutual funds, bonds, and fixed-income products, offered by reputed public, private, and government organizations. For 62 years, Bajaj Capital has been helping millions of individual clients (approximately 3.5 lacs families) create and protect their wealth with over 200 branches in more than 100 cities. It has a strong team of 1,500 qualified and experienced professionals to back its investor services.

Responsibilities

Key responsibilities:

1. Acquire new clients and increase engagement with existing clients by providing comprehensive financial planning and investment solutions.

2. Conduct daily sales calls with prospective clients to understand their financial needs and investment objectives.

3. Recommend suitable investment products and solutions based on clients requirements, financial goals, and risk appetite.

4. Conduct timely and regular follow-ups with prospective and existing clients..

5. Expand the client base through new client acquisition, referrals, and relationship building to grow AUM/AUA for the branch.

6. Help clients achieve their financial goals through a range of products, including Mutual Funds, Retirement Planning, General Insurance, Fixed Deposits, Life Insurance, PMS, AIFs, and other financial products.

7. Cross-sell and up-sell relevant products and services to existing clients and keep them updated on primary and secondary market trends.

8. Conduct regular marketing and client engagement activities in coordination with the Branch Marketing and Product teams to showcase products, generate leads, and support business growth.