Job Detail

Experience: 1 Year

Location: India

Qualification: Graduate

Job Type: Permanent

Roles and Responsibilities

Conduct daily sales calling with prospective new clients and identify their needs.

Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.

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

Achieve financial goals of the clients through various product line

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

Update self-regarding all schemes, products and solutions by regularly attending trainings.

Share regular communications with client regarding information, research and material of the organization.

Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

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 client.


Key Skills

Mutual funds, life insurance, General Insurance, Home Loans, Bonds, Fixed Deposits, Investment Bank, Health Insurance

Industry Type
Banking & Finance
Functional Area
Sales/ Business Development
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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