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1 year ago NBFC Rājkot   76 views
Job Details

Job Description


Position Summary

Responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

Candidates having experience in Mutual funds or Life Insurance should only apply

Roles and Responsibilities:

  • Based on your experience and company's profile you will be responsible for some/all of the following:-
  • 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.
  • Direct-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.

Why should you be a part of us:

  • Best leaders form our umbrella brand.
  • The company has a huge badge in the industry for over 53 years
  • Best salaries offered with lucrative incentives & benefits.
  • Consistent ascend of opportunities and career growth.

Qualifications & experience:

Graduate /MBA/PGDBM
1 - 8 years experience in BFSI/NBFC industry.

Note: Candidates having direct sales experience can only apply.

Company Description
BajajCapital is India’s premier investment services group engaged inter-alia in the distribution of mutual funds, insurance, fixed deposits, bonds, loans et al.
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