Job Detail

Experience: 1 Year

Location: India


Job Type: Permanent

Key Job Responsibilities


1.Acquisition of new client & Dealing with Existing client.

2.Assesment of Current Portfolio of client

3. Provide & Develop solution & suggest schemes to client based upon there goals & Requirement

4.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

5.Achieve financial goals of the clients through various product line.

6.Update and cross sell products to existing clients and update them about the primary and secondary

market trends.


Desired Candidate Profile


Product Knowledge- have a detailed knowledge of all products related to Life Insurance, general

insurance, fixed income, mutual funds, etc.

Wealth/ Portfolio Management- understand client portfolio in terms of their risk and reward

appetite and assist them to achieve their financial goals

Financial planning/ Investment Advisory have thorough financial and sector knowledge as well

knowledge of competitors, must provide sound and reliable advice to clients




Social/Interpersonal Skills: have excellent socializing and relation building skills.

Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client


Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability.




Mumbai, Pune, Nasik, Vadodara & Ahmedabad

Industry Type
Banking & Finance
Functional Area
Banking, Insurance & Financial Services
Employment Type
Full Time
Role Category
Sales / BD

Bajaj Capital

About Company

Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. BajajCapital 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. Here is a glimpse of our journey through the years. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. Bajaj Capital is not an Investment Adviser or Financial Planners. Cites and shares correct/incorrect behavior openly and honestly Treat co-workers with integrity and respect Proactively seeks feedback/support when needed to improve self performance Is a brand ambassador to Bajaj Capital NURTURING Exhibits traits to handhold new members in the team Recognizes and appreciates team members and co workers for their success stories Proactively follows up with reporting manager and support team for career aspirations and growth plan. Proactively fill up for my team members deliverables in their absence Take charge and follow up on my development and career path Always operate out of my circle of influence and do what i do best to deliver on what is expected from me Always stay ahead and implement best practices and creativity in all tasks done Maximize the use of technology and digital media for day job & communication Communicate with each and every individual in the team and maintain professionalism Always coordinates with team members for timely completion of tasks Have fun and celebrate success together Works towards continuous improvement of client experience at Bajaj Capital Understand and listen to the customer expectations at all times Always capture customer feedback and internalize it when required Manages relationships with peers by being transparent, open and upfront with colleagues, when needed

Company Info

new Delhi , Delhi


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