Talent Acquisition at Bajaj Capital Ltd
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Bajaj Capital - Relationship Manager/Senior Relationship Manager (1-8 yrs)
Job Purpose - The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward apetite keeping in mind the revenue targets of the branch.
Key Job Responsibilities
1. Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
2. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal
3. Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles
4. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
5. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
6. Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products
7. Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends
8. Ensure regular connect with pending leads/references
9. Update self regarding all schemes, products and solutions by regularly attending training's and reading NFOs
10. Conduct activities i.e. conduct research and pitch to Corporate's regarding NPS, group insurance and other upcoming schemes
11. Share regular communications with client regarding information, research and material of the organization
12. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads
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