Opportunity for Freshers with CFP / NISM VA / CWM certification
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 To HNI Clients.
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.
Manage AUM & month on month growth of the same
Achievement of Product wise targets.
Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
Regular contact with all mapped clients through daily/weekly/monthly calls.
Resolution of queries of all mapped clients within TAT specified.
Ensuring need based product approach towards clients & regular reporting of Product Penetration.
Ensuring regular updation of call reports in relevant systems.
I nterested candidate can walk -in for interview - Monday - Saturday(Off on 2nd and 4th Saturday) between 10:00 am to 06:30 pm in our Regional Corporate office situated in Andheri East- Chakala.
Bajaj Capital Ltd.
Solitaire Corporate Park,
Bldg no 9,4th Flr,
E Mail :email@example.com
Contact Numbers :022-40099912(O)
Contact Person: Reshma Mendon- Asst. Manager - HR
Desired Candidate Profile
- Good Communication Skill
- Knowledge on Wealth Products .
UG: Any Graduate - Any Specialization
PG:Any Postgraduate - Any Specialization
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Bajaj Capital Limited
Markets may change, but our promises don'tWho are we?Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others.Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.Why us?-Great choicesGet an incredible range of financial products to choose from-Hassle-free processTimely updates, regular portfolio reviews and a 24x7 online call centre support to keep you updated about your investment-Within easy reach150 offices in India, so even if you relocate, we are right there with youWhat can we do for you?We are the leading authority on personalized investment solutions in India. We offer need based investment solutions for all your dreams, be it:RetirementWealth CreationTax SavingChildren's FutureBuying propertyOwning a carHow do we help you achieve your goals?We use our 360Â° Financial Assessment Tool, a unique scientific method which identifies the right product as per your financial goals in 3 easy steps:1. Need Analysis:Identifying your goals, preferences and risk appetite2. Scheme Selection:Presenting you with a set of schemes that help you achieve the goals3. Efficient Execution:Being with you every step of the wa
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