Relationship Executive

Company Description

About Bajaj Capital Limited:

1. Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. We are in the business of guiding our investors about putting their hard-earned money and helping them achieve their financial goals through wise decisions. Trust and goodwill form the fundamental basis of our relationships with people.
2. Here at Bajaj Capital, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Net worth clients, among others.
3. Over the last 60+ years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

Job Description

Roles & Responsibilities:

    Acquisition of new clients and formulating strategies to increase the client base.
Dealing and servicing of existing clients.
Preparation and execution of Financial assessments.
Conducting Regular portfolio review of the clients.
Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
Approaching need based product to the clients through Financial assessment.
Generating the revenue primarily through core products.

Salary: 3-6 LPA

Experience : Minim 1.6-2 years in direct sales in Wealth Management products

Skills needed :

    Candidates with Excellent communication skills.
Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 years
Pleasing Personality and well behaved.

Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Qualifications

Any graduate