To formulate sales strategies to acquire new retail clients for increasing client base
To do portfolio review of existing clients
To prepare & implement Financial assessment of clients
To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client
To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client.
To keep a close monitoring not only on fund managements but simultaneously on other financial instrument as per market fluctuation to maximize the client interest.
To properly allocate surplus income or disposable income in top performing instruments.
To initiate minimum 50% goals every month
To acquire defined no. of new retail clients & existing clients are transacted every month
To activate inactive & retain active clients
To ensure client service standards are met & delivered at all categories of the client
To handle after sales service issues and resolving them to strengthen client faith
To contact all mapped clients through daily/weekly/monthly calls, regularly
To continuously track and connect with the clients for upselling & cross selling
To provide advisory services into various instruments like General Insurance, Mutual Funds, Mutual Funds, General Insurance, Mutual Funds, Life Insurance & Fixed Deposits
To meet product wise volume target
To upgrade no. of product average per client
Salary:INR 3,00,000 - 6,00,000 P.A.
Role Category:Retail Sales
Role:Sales/Business Development Manager
Employment Type: Permanent Job, Full Time
Sales Strategy Life Insurance Fixed Deposits Cross Selling General Insurance Relationship Management Mutual Funds Client Servicing After Sales Service Advisory Services Financial planning & Wealth management
Desired Candidate Profile
V. Hygiene Factors / Competencies required for the role:
Regularity or Punctuality
Drive for Results
Courtesy and behavior of appraisee towards clients or colleagues
Effective Communication and Influencing
Professional attire as per company policy
Effective Decision Making
Quality of work and Dependability
Effective Team Work and Collaboration
Attitude towards seniors
Creativity and Innovation
Leading and Nurturing People
(Please mention NCRJobs.in for reference)
Bajaj Capital Limited
Bajaj Capital Ltd is the flagship company of the Bajaj Capital group.Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it is our deep personal relationships with clients that truly set us apart.
No other firm can match the depth of our experience and our dedication to personal service. The markets may fluctuate, but our dependability never does.
Bajaj Capital has been granted the Certificate of Registration ("CoR") by the Securities and Exchange Board of India ("SEBI") to carry on the business of Merchant Bankers (Cat-I) [INM000010544]; Underwriter [INU000001132]; Stock Broker, as Trading Member of BSE Ltd (Cash Segment) [INZ000007732]; Depository Participant of NSDL [IN-DP-NSDL-267-2006]. Further, Bajaj Capital has been granted the CoR by AMFI [ARN 0010], to carry on the business of distribution of mutual funds and has also been granted the CoR [Regn.No.03310 (currently under renewal) to act as Point of Presence ("PoP") by the Pension Fund Regulatory Authority for the NPS Schemes.
Location : New Delhi
Address : 97,bajaj House,5th Floor, Nehru PlaceNEW DELHI,Delhi,India 110001