Financial Solutions Advisor

JOB DESCRIPTION :

Role : Relationship Manager / Sr. Relationship Manager /

CTC : It’s not constrain for right candidate (Its Negotiable).

Experience : 1+ Year

Location : Madurai

Functional Area : BFSI, Investments & Trading.

Employment Type : Full Time, Permanent.

Education : Any Graduate.

Total Openings - No. 30+

Notice period : Most preferred for immediate joiner / 15 days / 1 month.

Note- Must have experience into Direct sales (insurance / mutual fund)

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.

and new articles.

existing ones and hence build AUM and AUA for the branch.

guidance accordingly.

primary and secondary market trends.

trainings.

material of the organization..

and reward appetite and assist them to achieve their financial goals

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 Banking, Health Insurance.

KNOWLEDGE :

Insurance, general insurance, fixed income, mutual funds, etc.

and reward appetite and assist them to achieve their financial goals.

knowledge as well knowledge of competitors, must provide sound and reliable advice

to clients.

Interested Candidate can mail there resume

varadarajan.dittakavi@bajajcapital.com