Bajaj Capital Limited

Gurgaon, Haryana

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.

To execute sales strategies to acquire new associate for increasing associate base through: Local Campaign for New Leads Generation .i) Marketing activities ii) Cold Calling iii) Natural market iv) Referencesv) Personal Network & Other Activities. Meet & Address New Assocaite with in 48 hours of such activities Arrange reqular trainings for New & Existing Associates .2.Associate To acquire new associate & provide services to the existing associate To activate inactive & retain active associate . To ensure best service standards are met & delivered at all categories of the associate To contact all mapped assocaite through daily/weekly/monthly calls, regularly To continuously connect with the associate for products trainings To handle after sales service issues and resolving them 3.Product To provide training & Support to associate into various products like General Insurance, Mutual Funds, Life Insurance & Fixed Deposits. To meet product wise volume target To upgrade no. of active associate with 4 by 4 products

Refer job description.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 articlesIncrease 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 trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct 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 goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.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 clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Role: Wealth Manager / Sr Wealth Manager Job Description:Refer job description.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 goalConduct 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 branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leadsKnowledge: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 goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.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 clientAnalytical Skills: Is able to analyse the requirement of t

To execute sales strategies to acquire new associate for increasing associate base through: Local Campaign for New Leads Generation . i) Marketing activities ii) Cold Calling iii) Natural market iv) References v) Personal Network & Other Activities. Meet & Address New Assocaite with in 48 hours of such activities Arrange reqular trainings for New & Existing Associates . To acquire new associate & provide services to the existing associate To activate inactive & retain active associate . To ensure best service standards are met & delivered at all categories of the associate To contact all mapped assocaite through daily/weekly/monthly calls, regularly To continuously connect with the associate for products trainings To handle after sales service issues and resolving them To provide training & Support to associate into various products like General Insurance, Mutual Funds, Life Insurance & Fixed Deposits. To meet product wise volume target To upgrade no. of active associate with 4 by 4 products