Relationship Manager - HNI
- Bajaj Broking
- 3 - 8 years
- Bhubaneswar
- 1 month ago
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Job Description
Role & responsibilities
Preferred candidate profile
Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities:
- Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region.
- Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth.
- Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability
- Responsible for building MTF book from clients, ensuring book growth every month.
- Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market.
- Maintain daily client activity.
- Ensure resolution of client queries within TAT
- Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients.
- Ensuring complete adherence to Compliance and Risk management, with 0 errors
- Attain maximum reach of investment ideas/stock calls initiated.
SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required:
- Strong product knowledge and understanding of capital market.
- Should have excellent communication skills along with strong presentation skills.
- Excellent Interpersonal Skills.
- Exceptionally high motivational levels and needs to be a self - starter.
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Sales ManagerEmployement Type: Full timeContact Details:
Company: Bajaj BrokingLocation(s): Bhubaneswar
Keyskills: HNI Sales Equity Broking HNI Client Handling Wealth Management hni Mutual Funds Cross Selling HNI Acquisition
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Bajaj Broking
Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.
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