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Relationship Manager

Bajaj Capital·Visakhapatnam

Pay not statedMid levelFull-time
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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
  • MBA

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