Senior Relationship Manager

Key Deliverable:

-Formulating The Strategies To Increase Client Base.
-Contact all clients through daily/weekly/monthly calls, regularly
-Maintaining long term relationships, deepening relationships With Existing High -Net Worth Customers So As To Increase Revenue Base For The Company
-New Client Acquisition And Revenue Generation Through Sale Of Liability -Products Including Life Insurance, Mutual Funds, Fixed Bonds, PMS etc To HNI/Retail Clients.
-Promote large ticket MF SIP’s per month.
-Manage AUM & month on month growth of the same

Responsibilities:
-Achievement of Product wise targets.
-Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
-Ensuring need based product approach towards clients & regular reporting of -Product Penetration.

Desired Candidate Profile:
1.Experience in direct sales of Mutual Funds and Life Insurance.
2.Active Client Base.

Employer: Bajaj Capital Limited
Salary: ₹ 2,00,000 - 6,00,000 PA.
Industry: Other
Location: Delhi NCR

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