Bajaj Capital Hiring Investment Relationship Manager Role

Job Description

Investment Relationship Manager

Role Overview

We are looking for a Relationship Manager to build and manage client relationships by offering. Suitable investment solutions. The role involves understanding customers' financial goals and helping them choose the right investment products.

Key Responsibilities

Build and maintain strong relationships with clients. Understand

customers' financial goals and recommend suitable investment solutions.

Promote and sell Mutual Funds, Corporate FDs, PMS, AIF, and Insurance. Conduct regular portfolio reviews and provide investment updates. Achieve monthly sales and business targets.

Deliver excellent customer service and ensure long-term client engagement.

Coordinate with internal teams for smooth onboarding and investment processing. .