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Urgent Opening- Priority Relationship Manager @ Bajaj Capital

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 Urgent Opening- Priority Relationship Manager

Job Description


Job description

  • Conduct daily sales calling with prospective new clients and identify their
  • Provide and develop solutions and suggest schemes to clients basis their requirements and
  • Conduct timely and regular follow ups with the leads and tag them on broadcasts and new
  • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the
  • Review and diversify existing client portfolio on a regular basis and provide guidance
  • Achieve financial goals of the clients through various product
  • 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
  • Share regular communications with client regarding information, research and material of the
  • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Knowledge:

  • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.
  • 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

Skills:

  • Social/Interpersonal Skills: have excellent socializing and relation building
  • 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 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
  • Primary Skill: Must have knowledge in Life Insurance & MF

CTC- 6 LPA- 12 LPA

Location- Delhi, Noida, Gururgam, Faridabad
Interested Candidates can mail there - Gaurav. Si**h@ba*********l.com

Regards

Gaurav Singh

Sr Associate Vice President- Talent Acquisition

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Sales & Business Development,
Role Category: Retail & B2C Sales
Role: Branch Sales Manager (B2C)
Employement Type: Full time

Contact Details:

Company: Bajaj Capital
Location(s): Noida, Gurugram

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Keyskills:   Investment Advisory Wealth Management Portfolio Management HNI Acquisition

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₹ 6-12 Lacs P.A

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Bajaj Capital

https://www.bajajcapital.com/