Relationship Manager
VisakhapatnamFull-timeMid levelPosted open since nov 2022
Mid-level finance role at Bajaj Capital in Visakhapatnam. Needs an MBA.
About the role
2 Penetration of all products including Mutual Funds(,Major product), Insurance(LI & GI), FD, Bonds, IPO's, in all clientportfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 4.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.
What you'll do
- Responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently
What you need
- Mutual funds
- Cross-selling
- Customer service
- Insurance