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Senior Relationship Manager -Borivali

Bajaj Capital·Mumbai

₹1 L–₹4 L a year3–5 yrsFull-time
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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

  • 3–5 yrs of experience
  • Wealth management
  • Mutual funds
  • Compliance
  • Insurance
  • Cross-selling
  • Any graduate

What you get

  • ₹1 L–₹4 L a year

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