Relationship Executive Jobs in Bangalore - BAJAJ CAPITAL LIMITED
Job Description
- Formulating The Strategies To Increase Client Base.
- Contact all mapped clients through daily/weekly/monthly calls, regularly
- Maintaining long-term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company
- New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc
- Preparation And Execution Of Financial Planning
- Risk Profiling Of Existing & New Clients.
- Regular Portfolio Review Of Existing & New Clients.
- Providing seamless & superior service delivery.
- Timely follow-up on all the product renewal opportunities uploaded in the system.
- Promote large ticket MF SIP's per month.
Desired Candidate Profile:
- Excellent Communication Skill
- Own Conveyance is a must.
Job Type: Full-time
Required education: Bachelor's
Required experience: Sale of financial product like- MF, LI, GI: 1 year (preferred)
Salary, not a constraint for experienced candidate
Job Particulars
About Company
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.