Bajaj Capital - Relationship Manager (1-8 yrs)
1. Client acquisition of NTB (New to Branch) customers and generating revenue through sale of all the liability products including mutual funds, Insurance, PMS, IPO, Bonds for HNI & UHNI clients.
2. Existing client retention by deepening relationship with them by providing seamless service delivery.
3. Regular portfolio review of existing & new clients.
4. Financial need assessment of customers with proper preparation & execution of financial planning.
5. Formulating the strategies to increase client base.
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