Relationship Manager

Bajaj Capital

0 to 5 yrs. Chennai , Bengaluru / Bangalore , Hyderabad / Secunderabad
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Posted on 22 Feb 2016

Job Description

1. Search of Clients on your own through various initiatives and activities
2. Meeting the clients directly to analyze and understand the scope & need for investment's
3. Preparing the Financial Assessment Report of the client to Provide Investment solution.
4. Sketch out the right choice of plan for investments ie., Mutual Funds, Fixed deposits, Life & General Insurance, Bonds, Post office schemes, De-Mat account, Real Estate etc., offered by reputed Public, Private & Government Organizations.
5. Convincing the client's and closing the business deal
6. Cross selling and up selling various new products further in due course of time
7. Regular Service to the clients on the investments

Keyskills

Job Posted by

Gayathri Krishnan HR Executive Bajaj Capital Chennai

2300 Followers

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