Relationship Manager _Bajaj Capital Ltd
- Bajaj Capital
- 1 - 5 years
- Vijayawada, Guntur
- 3 months ago
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Job Description
Job Purpose
The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
- Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
- Conduct daily sales calling with prospective new clients and identify their needs.
- Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
- Conduct timely and regular follow ups with the clients.
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
- Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
Desired Candidate Profile
1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
Perks and Benefits
Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)
1st & 3rd Saturday off.
Interested candidates with relevant experience are requested to share CVs at s.********n@ba*********l.com
Contact Person : Kingsly Devanesan S
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Investment AdvisorEmployement Type: Full timeContact Details:
Company: Bajaj CapitalLocation(s): Vijayawada, Guntur
Keyskills: Mutual Fund Sales HNI Investment Banking Client Acqusitiion Mutual Fund Direct Sales Key Relationship Manager HNI Acquisition Wealth Manager HNI Client Handling HNI Sales PCG Ultra Hni Relationship Manager PMS Senior Relationship Manager AIF Wealth Investment Products
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Bajaj Capital
Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...
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