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WEALTH MANAGE R/ RELATIONSHIP MANAGER (BANGALORE) - Walkin Interview from 14th June to 18th June from 11 AM

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JOB DESCRIPTION

Desired Candidate Profile: 1. Excellent Communication Skill
2. Own Conveyance is a must.

DESIRED PROFILE

Education: UG -Any Graduate - Any Specialization, B.Com - Commerce 

Key Deliverable: 
  • Formulating The Strategies To Increase Client Base.
  • 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. 
  • Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company
  • Contact all mapped clients through daily/weekly/monthly calls, regularly
  • Preparation And Execution Of Financial Planning
  • Risk Profiling Of Existing & New Clients.
  • Regular Portfolio Review Of Existing & New Clients.
  • 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.
  • Manage AUM & month on month growth of the same

Responsibilities: 
  • Achievement of Product wise targets.
  • 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.
  • Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
  • Ensuring regular updation of call reports in relevant systems.

Dress Code- Strictly Formals & Clean Shaved
Appearance - Neat & Clean

Interested Candidate canWalk-In @ below mentioned address: 
Venue- 
Bajaj Capital Ltd
No. 6/4
union Street 
First floor
opp. to Lakshmi Vilas Bank
Infantry Road
Bangalore
560001
Contact Person -  Jitin (HR)

Timing- 11:00 am - 4:00 pm

Salary: INR 2,50,000 - 7,50,000 P.A. Negotiable

Industry Name: Banking / Financial Services / Broking

Functional Area: Sales, Retail, Business Development
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