Senior Relationship Manager

Bajaj Capital Ltd

Prayagraj, Uttar Pradesh

Position: Relationship Manager/ SR. Relationship Manager

Location: Prayagraj \ Kanpur\ Lucknow\ Meerut\ Varanasi\ Agra

Job Description:

Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

Increase client database by meeting new clients and taking references from the existing ones and hence build

AUM.

Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

Achieve financial goals of the clients through various product line.

Update and cross sell products to existing clients and update them about the primary and secondary market

trends.

Update self-regarding all schemes, products and solutions by regularly attending trainings.

Share regular communications with client regarding information, research and material of the organization.•

Conduct regular marketing activities with the regional... More Detail

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