Urgent Opening- Priority Relationship Manager
- Bajaj Capital
- 1 - 5 years
- Noida, Gurugram
- 9 months ago
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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 SalesRole: Branch Sales Manager (B2C)Employement Type: Full timeContact Details:
Company: Bajaj CapitalLocation(s): Noida, Gurugram+ View Contact
Keyskills: Investment Advisory Wealth Management Portfolio Management HNI Acquisition
Fraud Alert to job seekers!
₹ 6-12 Lacs P.A
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