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Posted:2 weeks ago| Platform: Naukri logo

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Third Party Products Private Banking Portfolio Management Cross Selling Mutual Funds Sales Priority Banking HNI Acquisition HNI Client Handling NISM Wealth Management B2C TPP PMS Private Wealth Preferred Banking Branch Banking Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 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 build AUM 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 market trends. 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. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

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Bajaj Capital
Bajaj Capital
www.bajajcapital.com

Financial Services

New Delhi

501-1000 Employees

119 Jobs

    Key People

  • Tamal Kanti Sadhukhan

    MD & CEO

  • Mitali Bajaj

    Director

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