Cross Selling Job Vacancies in Rajkot

Incumbent will be responsible for either or both products (Current and Savings Account).To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations.

contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel

Company Overview:Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Net worth clients, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and government organizations. Job Summary:We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for managing and developing long-term relationships with our clients, ensuring that their needs and expectations are met. The Relationship Manager will also be responsible for identifying new business opportunities and contributing to the growth of the company. Responsibilities:1. Meeting and Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients and visiting clients on a daily basis. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Requirements: Bachelor's degree in business, marketing, or a related field. Minimum of 1 years of experience working in financial sales role. Excellent communication and interpersonal skills. Ability to build and maintain strong relationships with clients. Strong analytical and problem-solving skills.

Profile :- Sales Executive Maintaining and developing good relationship with customers Responsible to developing business, maximizing revenue generation & achieving sales target.Working in close coordination with the banks team to ensure all clients acquired from the assigned area, trade actively.Identifying business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. Selling products by establishing contact and developing relationships with prospects; recommending solutions. Maintaining relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements. Identifying product improvements or new products by being updated on industry trends, market activities, and competitors.Preparing reports by collecting, analysing, and summarizing information. Maintaining quality service by establishing and enforcing organization standards.