Bajaj capital Insurance Broking Ltd.

Delhi, Delhi-NCR

Company details

Industry:
Banking/Financial Services
Number of workers:
49
Website:
http://bajajcapital.com/

Company Description

Bajaj Capital is among the pioneers of the investment advisory and financial planning industry in India. For over four decades, the Company has been serving Indian investors, and giving shape to the vision of its founder-chairman, Mr K.K. Bajaj.

Bajaj capital Insurance Broking Ltd.

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job postings

  • 1. To achieve qualitative/quantitative Targets of the branch (6/6) & to distribute & monitor target achievement among the whole team. 2. To ensure successful implementation of Financial Assessment Plan individual level in the branch. 3. To Plan & Formulate strategies on business development activities and to share Market Intelligence with Reg office/Head office 4. To acquire new clients and to maintain existing ...

  • Formulating The Strategies To Increase Client Base. Contact all mapped clients through daily/weekly/monthly calls, regularly Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos ...

  • Formulating The Strategies To Increase Client Base. Contact all mapped clients through daily/weekly/monthly calls, regularly Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos ...

  • 1. Client acquisition of NTB (New to Branch) customers and generating revenue through sale of all the liability products including mutual funds, Insurance, PMS, IPO, Bonds for HNI & UHNI clients. 2. Existing client retention by deepening relationship with them by providing seamless service delivery. 3. Regular portfolio review of existing & new clients. 4. financial Need Assessment of customers with proper ...

  • Job Description : (Will be inclined towards sales profile . Client acquisition and portfolio management ) 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Funds ...

  • 1. GST Compliance for registration related for all the Group companies in BCL Group 2. They must be file all GST returns every month for every state all companies. 3. They have to reconcile Wealth maker with Navision every month (Currently no such process). 4. They will monthly income with form 26AS (Currently no such process). 5. They will monitor all billing that must be accurate if any discrepancy found in ...

  • The program has been designed to provide opportunity to young graduates who wish to pursue their career in Wealth Management. Apart from the purely traditional classroom- teaching methods, this program seeks to open up the Finance world to the student, bringing together the forces of academics, self-development, professional development and real work experiences into a comprehensive learning experience ...

  • Job Summary: This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Key Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in ...

  • Job Summary: This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Key Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in ...

  • Job Summary: This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Key Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in ...

  • Job Description : (Will be inclined towards sales profile . Client acquisition and portfolio management ) 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Funds ...

  • Training Sales team members and help them develop business of general Insurance. Achieving Monthly sales target of GI through RMs. Providing Support to the Branch RMs. Executing the Joint Calls with Branch RMs. Handle after Sales service issue and resolving them. Ensure that Branch RMs should meet the GI targets. Creating Sales pitch for General Insurance. Experience is sales of General Insurance Team ...

  • Experience - Freshers or Experience (Both can apply) Job Description: Making cold calls and new client acquisition. Revenue generation. Cross selling the financial products. Fixing and closing Appointments. Sharing revenue with sales team members. Coordination with RM's to generate revenue. Preferably Female Candidate. Candidates Should have Good Communication Skills & Basic knowledge of Financial Products ...

  • To ensure proper handholding support to all new joinees and maximize productivity of all the reporting team members in the Branch. To achieve the monthly Margin & Volume targets set for the branch by implementing best practices like Portfolio Review & Financial Assessment. To ensure that team members follow all processes related to client meeting, DAR & lead management. To formulate sales strategies to ...

  • Position: Team Leader-Sales (Life Insurance), Asst. Mngr-Sales(Insurance) CTC Salary: 15,000 - 20,000 per month + Incentive(depends on interview& experience in life insurance sales also) Job Description: Training team of sales officers, and help them develop business for insurance. Achieving monthly sales target for Insurance through sales executives/officers. Maintaining relationship with existing clients ...

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