Roles and Responsibilities
Provide and develop solutions and suggest schemes to clients basis their
requirements and goal
on broadcasts and new articles
Bonds & Fixed Deposits by meeting new clients and taking references
from the existing ones and hence build AUM and AUA for the branch
accordingly.
them about the primary and secondary market trends
trainings
material of the organization
showcasing our products and features and generate leads
Knowledge:
Insurance, general insurance, fixed income, mutual funds, etc.
reward appetite and assist them to achieve their financial goals
knowledge as well knowledge of competitors, must provide sound and reliable advice to
clients
Desired Candidate Profile
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to
explain complex information clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in
front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial
goals and have strong logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has
good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored
and response to any request for documentation
To have the best of the talent in our company
Perks and Benefits
As per company norms
Keyskills: investment advisory wealth management portfolio management mutual funds
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...