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Relationship Manager

Varanasi, Uttar Pradesh

Bajaj capital Insurance Broking Ltd.

Job Description

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,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.
Preparation And Execution Of Financial Planning
Risk Profiling Of Existing & New Clients.
Regular Portfolio Review Of Existing & New Clients.
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.
Manage AUM & month on month growth of the same


Responsibilities:

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

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.  Read full description

Additional Information

Last updated:
12/10/2017
Job type:
Full time
Position type:
Permanent
Vacancies:
15
Minimum experience:
One year
Education:
Compulsory Education
Salary range:
₹ 3,00,000 - ₹ 5,00,000 / Yearly (Gross Pay)
Category:
Jobs in Sales / Business Development
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