Senior Manager

Bajaj Capital

7 - 9 years

9 - 10 Lacs

Noida

Posted:4 hours ago| Platform:

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Skills Required

Lead generation Sales Investment advisory Fixed income Mutual funds Financial planning Database UPS Information research Portfolio management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description:

Conduct daily sales calling with prospective new clients and identify their needs.
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 buildAUM 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 markettrends.
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.Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts 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 andassist them to achieve their financial goals
Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clients

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