Bank Jobs : Bajaj Capital Ltd
Designation: Asst. Branch Head / Sr. Executive- Direct Sales - 04 Opening(s)
Job Description:
1. Acquisition of new clients through direct marketing, referrals, marketing campaigns.
2. Activating the inactive clients by reviewing their portfolios.
3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.
5. Consistent achievement of monthly targets.
6. Penetration of all products like mutual fund, insurance, Fixed income, PMS, Real Estate, Equity etc in all clients portfolios.
Keywords: Cross sales, direct sales, direct marketing, Financial Planning , Insurance, Mutual funds, Demat etc.
Company Profile:
Bajaj Capital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. We are also working closely with private insurance companies to deepen India's insurance market.
For well over four decades now, we at Bajaj Capital have been helping millions of investors reach their financial goals, and live fuller, richer and more satisfying lives. Over these years, the Bajaj Capital family has seen tremendous growth. Now, with our online venture, we are all set to make our presence felt even beyond the geographical boundaries. We remain committed to offer the best of our services, skills and expertise to all our valued investor clients and visitors. Seen from this perspective, our online venture is yet another effort at reaching out to you.
Bajaj Capital aims to be the most useful, reliable and efficient provider of Financial Services. It is our continuous endeavour to be a trustworthy advisor to our clients, helping them achieve their financial goals. To be the most preferred financial planning and investment advisory company in India by providing consumers with informed choices of lasting value, create wealth for them to make their tomorrow better than today.
Desired Profile:
1. Should have experience of Portfolio Management / Advisory Services of Investment Products(Life insurance, general Insurance, Mutual fund, Demat).
2. Good communication and Presentation skills.
3. Should have experience of Dealing with Retail / MNI's / HNI client.
4. AMFI / NISM certification would be an added advantage.
5. Target oriented approach.
Experience: 1 - 4 Years
Functional Area: Sales, BD
Education:
UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Location: Nasik
APPLY ONLINE
Job Description:
1. Acquisition of new clients through direct marketing, referrals, marketing campaigns.
2. Activating the inactive clients by reviewing their portfolios.
3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.
5. Consistent achievement of monthly targets.
6. Penetration of all products like mutual fund, insurance, Fixed income, PMS, Real Estate, Equity etc in all clients portfolios.
Keywords: Cross sales, direct sales, direct marketing, Financial Planning , Insurance, Mutual funds, Demat etc.
Company Profile:
Bajaj Capital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. We are also working closely with private insurance companies to deepen India's insurance market.
For well over four decades now, we at Bajaj Capital have been helping millions of investors reach their financial goals, and live fuller, richer and more satisfying lives. Over these years, the Bajaj Capital family has seen tremendous growth. Now, with our online venture, we are all set to make our presence felt even beyond the geographical boundaries. We remain committed to offer the best of our services, skills and expertise to all our valued investor clients and visitors. Seen from this perspective, our online venture is yet another effort at reaching out to you.
Bajaj Capital aims to be the most useful, reliable and efficient provider of Financial Services. It is our continuous endeavour to be a trustworthy advisor to our clients, helping them achieve their financial goals. To be the most preferred financial planning and investment advisory company in India by providing consumers with informed choices of lasting value, create wealth for them to make their tomorrow better than today.
Desired Profile:
1. Should have experience of Portfolio Management / Advisory Services of Investment Products(Life insurance, general Insurance, Mutual fund, Demat).
2. Good communication and Presentation skills.
3. Should have experience of Dealing with Retail / MNI's / HNI client.
4. AMFI / NISM certification would be an added advantage.
5. Target oriented approach.
Experience: 1 - 4 Years
Functional Area: Sales, BD
Education:
UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Location: Nasik
APPLY ONLINE
