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.Help and formulate comprehensive financial plans based on investment philosophy and risk profiling of client. 2.mplementing competent strategies with a view to penetrate new accounts and expand existing one. 3.Assist clients in Advisory, Wealth Protection, Estate Planning, alternative investment and Portfolio Management Services 4.Recommending and implementing strategies for asset allocation for ...

  • To generate fresh leads and acquire clients through reference to shore up the clientele. To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products , Life Insurance, General Insurance, PMS, all new issues. enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan ...

  • To generate fresh leads and acquire clients through reference to shore up the clientele. To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products , Life Insurance, General Insurance, PMS, all new issues. enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan ...

  • Key Deliverable: 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 ...

  • Key Deliverable: 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 ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving candidates Working days - Mon to Sat (with alternative sat off ...

  • 1.To formulate sales strategies to get regular number of new clients - Life Insurance 2.Lead generation through ,Lead generation executive, active in active client base 3.To acquire defined no. of new retail clients every month 4.To ensure client service standards are met & delivered at all categories of the client To handle after sales service issues and resolving them to strengthen client faith To ...

  • 1.To formulate sales strategies to get regular number of new clients - Life Insurance 2.Lead generation through ,Lead generation executive, active in active client base 3.To acquire defined no. of new retail clients every month 4.To ensure client service standards are met & delivered at all categories of the client To handle after sales service issues and resolving them to strengthen client faith To ...

  • Giving presentation to walk-in clients regarding financial planning. Developing business (through in-house sales)by acquiring new clients. Acquire new clients through venue sales(In-house Sales) candidate criteria Graduates (Fresher/Experienced) with professional attitude. Excellent communication skills & presentation skills in Hindi and Gujarati. Growth-oriented, target-oriented ...

  • Bajaj capital Ltd is leading financial Planner in India .We are in requirement of Executive Mutual Fund for its Jamshedpur, Dhanbad and Ranchi Branch Candidates preferred from Direct Sales of Mutual Fund or SIP . Candidates working in Insurance sector and having exp in cross selling in MF can also apply ...

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