Qureos Mentor

Bajaj Capital Ltd

<div>
 
 JOB DESCRIPTION:
 
 
 Role: Relationship Manager/ Sr. Relationship Manager/
 
 
 CTC: It&rsquo;s not constrain for right candidate (Its Negotiable).
 
 
 Experience: 1+ Year
 
 
 
 
 
 Location: Across Mumbai( Thane, Borivali, Chembur, Ghatkopar, Andheri, Fort, Kharger, Dadar)
 
 
 
 
 
 Functional Area: BFSI, Investments &amp; Trading.
 
 
 Employment Type: Full Time, Permanent.
 
 
 Education: Any Graduate.
 
 
 Total Openings - No. 30+
 
 
 Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
 
 
 Note- Must have experience into Direct sales (insurance/mutual fund)
 
 
 ROLES AND RESPONSIBILITIES:
 
 
 * 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..
 
 
 * Wealth / Portfolio Management understand client portfolio in terms of their risk
 
 
 and reward appetite and assist them to achieve their financial goals
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable
 
 
 advice to client.
 
 
 
 
 
 KEY SKILLS:
 
 
 Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed
 
 
 Deposits, Investment Banking, Health Insurance.
 
 
 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 goals.
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable advice
 
 
 to clients.
 
 
 
 
 
 Interested Candidate can mail there resume
 
 
 
 sonam.singh@bajajcapital.com
 
 
</div>

Urgent Opening- Relationship Manager/ Sr Relationship Manager

<div>
 
 JOB DESCRIPTION:
 
 
 Role: Relationship Manager/ Sr. Relationship Manager/
 
 
 CTC: It&rsquo;s not constrain for right candidate (Its Negotiable).
 
 
 Experience: 1+ Year
 
 
 
 
 
 
 Location: Ahmedabad, Barodra, Rajkot
 
 
 
 
 
 
 Functional Area: BFSI, Investments &amp; Trading.
 
 
 Employment Type: Full Time, Permanent.
 
 
 Education: Any Graduate.
 
 
 Total Openings - No. 30+
 
 
 Notice period: Most preferred for immediate joiner/ 15 days / 1 month.
 
 
 Note- Must have experience into Direct sales (insurance/mutual fund)
 
 
 ROLES AND RESPONSIBILITIES:
 
 
 * 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..
 
 
 * Wealth / Portfolio Management understand client portfolio in terms of their risk
 
 
 and reward appetite and assist them to achieve their financial goals
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable
 
 
 advice to client.
 
 
 
 
 
 KEY SKILLS:
 
 
 Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed
 
 
 Deposits, Investment Banking, Health Insurance.
 
 
 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 goals.
 
 
 * Financial planning/ Investment Advisory have thorough financial and sector
 
 
 knowledge as well knowledge of competitors, must provide sound and reliable advice
 
 
 to clients.
 
 
 
 
 
 
 Interested Candidate can mail there resume
 
 
 
 sonam.singh@bajajcapital.com
 
</div>

Urgent Opening- Relationship Manager/Sr Relationship Manager

Join Bajaj Capital Ltd and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Bajaj Capital Ltd

ABOUT_COMPANY

Urgent Opening- Relationship Manager/ Sr Relationship Manager

Urgent Opening- Relationship Manager/Sr Relationship Manager