Walk-in | Hiring for Sales_Relationship
- Bajaj Capital
- 1 - 6 yrs
- Chennai
- 5 years ago
- Email to a friend
- Report this job
Desired Candidate Profile
Greetings from Bajaj Capital Ltd !!
This is in reference to your profile, where i would like to present an exciting opportunity to join us as Relationship Manager/Sr.Relationship Manager.
We are conducting walk in drive interview on 31st May'19 (Friday) at Nungambakkam Branch.
Venue - Bajaj Capital Ltd, No. 29/15, Josier Street, Nungambakkam, Chennai - 600034
Timings - 10 AM to 5 PM
To Meet - Mr. Balasubramanian (Branch Manager)
Carry a copy of your updated resume and give my reference.
If interested please book your interview slot by connecting with me at + 91-8527968*** (Jatin) or ja********r@ba*********l.com for any further queries.
Note - Competitive hike will be provided, with monthly incentives and reimbursement. should have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds. Must be comfortable into Direct Sales & revenue generation. Prior relevant exp is mandatory. Job Title Relationship Manager/Sr. Relationship Manager
Reports to Branch Head
Location - Nungambakkam, Chennai
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 client 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 leads and tag them on
broadcasts and new articles
Increase client database by meeting new clients and taking references
from the existing ones and hence build AUM and AUA for the branch
Review and diversify existing client portfolio on a regular basis and provide
guidance accordingly. Achieve financial goals of the clients through various
product line
Update and cross sell products to existing clients and update them about
the primary and secondary market trends
Update self-regarding all schemes, products and solutions by regularly
attending trainings
Share regular communications with client regarding information, research
and material of the organization
Conduct regular marketing activities with the regional marketing and
product team by showcasing our products and features and generate
leads
Achieving Revenue Targets
Ensure that revenue for the total review period meets the target revenue
targets basis the vintage and the guidelines and compliances at Bajaj
Capital
Share daily business data from respective clients with the branch client
service officer.
Ensure and drive high utilization of digital platforms keeping in mind
organization ethics
Knowledge, Skills & Attributes
Knowledge
Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds
Wealth/ Portfolio Management understand client portfolio in terms of their
risk and reward appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and
sector knowledge as well knowledge of competitors, must provide sound and
reliable advice to clients
Contact Details:
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Fraud Alert to job seekers!
₹ 3,00,000 - 5,50,000 P.A
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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