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Senior Relationship Manager - Wealth
Nagpur, Maharashtra, India · Tempo total
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- Experiência
- 2–8 anos
- Salário
- INR 300.000 – INR 800.000 / ano
- Vagas
- 1
- Publicado
- há 4 horas
- Modo de trabalho
- No escritório
- Educação
- Qualquer graduado
- Elegibilidade
- Graduation is not mandatory.
- Retomar
- Obrigatório candidatar-se
Onde você trabalhará
Descrição da vaga
Role overview
Bajaj Capital Insurance Broking Ltd is looking for a Senior Relationship Manager focused on wealth management in Nagpur. The role centers on handling high net worth individual (HNI) clients, tailoring investment solutions, and supporting revenue growth through relationship-led sales.
What you will do
- Oversee HNI client portfolios and recommend personalized investment plans aligned with each client’s financial objectives.
- Spot opportunities to cross-sell and upsell third-party products to the existing client base.
- Build and maintain strong relationships with HNI customers to improve retention and help increase sales revenue.
- Work closely with internal teams to execute portfolio management plans smoothly.
What we are looking for
- 2 to 8 years of experience in B2C sales, business development, or related areas such as mutual fund sales.
- Experience or certification in NISM is relevant for this role.
- Ability to win new HNI clients through strong relationship management.
- Good knowledge of IRDA regulations related to insurance business practices.
- Clear and effective communication skills for client acquisition, retention, and cross-selling.
Additional information
This is a wealth-focused client relationship role based in Nagpur. The compensation stated for this opportunity is INR 3,00,000 to 8,00,000 per year.