Sr. Relationship Manager - Direct Sales

Bajaj Capital

2 - 7 years

4 - 6 Lacs

bhubaneswar kolkata dhanbad

Posted:1 day ago| Platform:

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Skills Required

portfolio management life insurance mutual funds sales financial planning hni gi cross sales direct sales third party products equity wealth manager motor insurance nism general insurance sales tpp fixed deposits mf li fd health insurance investment products investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Bajaj Capital Ltd

Key Job Responsibilities

Acquire new clients and Increase engagement of existing clients provided by the company 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 clients.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance )+ Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at moni.singh@bajajcapital.com

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