Relationship Manager Jobs in Guwahati,Muzaffarpur,Patna - Bajaj Capital Ltd
Job Description
1. Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's base.
2. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.
3.Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
4. Achieving financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products*