Senior Relationship Manager -Borivali
MumbaiFull-time3–5 yrs1 L–₹4 L a yearPosted open since apr 2025
Mid-level finance role at Bajaj Capital in Mumbai. Needs 3–5 years. Pays ₹1–4 LPA.
About the role
Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
What you'll do
- Develop and provide solutions to the client’s basis their requirements
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
- Conduct regular marketing activities in coordination with the regional marketing team and product team
What you need
- Wealth management
- Mutual funds
- Compliance
- Insurance
- Cross-selling