Relationship Manager/wealth Manager
Bajaj Capital Limited
Location: Mumbai
Position/Designation: Assistant
Qualification: Graduate
Salary: ₹60,000 -
Description
The job profile is of Relationship Manager/Wealth Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Roles and Responsibilities:
1. Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to new customers and building depth within the existing relationships.
2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.