• Walkin interview in Coimbatore - Bajaj Capital Walkin Drive for role of Relationship Manager (sales) | 22367092

Bajaj Capital Limited

    Walkin Interview

  • 27th Apr 2019
  • 11:00 AM

Job Description

Dear Aspirants,
Bajaj Capital is now inviting applications for position of Relationship Executive/ Relationship Manager (Sales)
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added advantage
Kindly carry your updated resume & the dress code is formals
The incumbent will be responsible for acquiring new clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation

Roles and Responsibilities
Procuring the potential clients through networking, database, market analysis and references
Generating cross-sell revenue and doing 360 degree financial planning by wealth management
Managing and improving relationship values through clienteling
Liaison with operations team to resolve queries and revenue generation
Comply with organizational guidelines and norms
Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process
Achieving financial goals and maintaining organization brand value
The products will include all the liability products like life insurance, general insurance, mutual funds, fixed income etc & it is a direct sales channel

Profile Summary

Walk in Date:27th Apr 2019

Walk in Deadline:27th Apr 2019

VenueBajaj Capital Ltd, No.575, DB Road, First floor, R.S. Puram, Coimbatore-641002

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