Relationship/Sr. Relationship Manager

Walkin on 16th May

Company Name

Bajaj Capital Limited




1 to 6 yrs.


2,00,000 - 6,00,000 P.A.

Work Location


Job Description

Sharing the job description as below for your reference - 
Note - Competitive hike will be provided, with monthly incentives and reimbursement. 
Job Title - Relationship Manager/Sr. Relationship Manager
Reports to - Branch Head
Location - Bangalore 
Job Purpose - The purpose of this role is to acquire new clients and increase
engagement of existing client by providing complete financial planning solutions
to them basis their risk and reward appetite keeping in mind the revenue targets
of the branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing client by
providing complete financial planning solutions
ï‚· Conduct daily sales calling with prospective new clients and identify their
needs. Provide and develop solutions and suggest schemes to clients'
basis their requirements and goal
ï‚· Conduct timely and regular follow ups with the leads and tag them on
broadcasts and new articles
ï‚· Increase client database by meeting new clients and taking references
from the existing ones and hence build AUM and AUA for the branch
ï‚· Review and diversify existing client portfolio on a regular basis and provide
guidance accordingly. Achieve financial goals of the clients through various
product line
ï‚· Update and cross - sell products to existing clients and update them about
the primary and secondary market trends
ï‚· Update self-regarding all schemes, products and solutions by regularly
attending trainings
ï‚· Share regular communications with client regarding information, research
and material of the organization
ï‚· Conduct regular marketing activities with the regional marketing and
product team by showcasing our products and features and generate
Achieving Revenue Targets
ï‚· Ensure that revenue for the total review period meets the target revenue
targets basis the vintage and the guidelines and compliances at Bajaj
ï‚· Share daily business data from respective clients with the branch client
service officer.
ï‚· Ensure and drive high utilization of digital platforms keeping in mind
organization ethics
Knowledge, Skills & Attributes
Product Knowledge - have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds
Wealth/ Portfolio Management - understand client portfolio in terms of their
risk and reward appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory - have thorough financial and
sector knowledge as well knowledge of competitors, must provide sound and
reliable advice to clients
Communication Skills : have excellent communicating and listening skills,
ability to explain complex information clearly and in a simplified manner. Should
be a confident individual and must conduct and present themselves well in front
of client
Analytical Skills: Is able to analyse the requirement of the clients basis their
financial goals and have strong logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures.
Has good emotional stability and conscientiousness when dealing with achieving
targets. Should always identify opportunities for greater profit
Compliance : follows the guidelines and compliance needs and be closely
monitored and response to any request for documentation


  • Walkin Time: Between 10 AM to 5 PM
  • Venue: Municipal No.6/4, Union Street, 2nd Floor, Opp. Lakshmi Vikas Bank, Infantry Road, Bangalore



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