Wealth Management Consultant
Bajaj Capital LtdDelhi, Republic Of India, IN12 hours ago
Job descriptionConduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clientsโ 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 โ 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. Product Knowledge โ have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth / Portfolio Management โ understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning / Investment Advisory โ 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 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 analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability. Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit. Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company.
Bajaj Capital is currently hiring Relationship Mangers for North Location .
- The role focuses on ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ฐ๐พ๐๐ถ๐๐ถ๐๐ถ๐ผ๐ป, ๐๐ก๐ ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ฎ๐ป๐ฑ๐น๐ถ๐ป๐ด, ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐, ๐๐จ๐ ๐ด๐ฟ๐ผ๐๐๐ต ๐ฎ๐ป๐ฑ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐.
- The product suite includes ๐ ๐๐๐๐ฎ๐น ๐๐๐ป๐ฑ๐, ๐๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ, ๐๐ผ๐ฟ๐ฝ๐ผ๐ฟ๐ฎ๐๐ฒ ๐๐๐, ๐ฃ๐ ๐ฆ, ๐๐๐๐, etc.
- It's ๐๐ฎ๐ ๐ฆ๐ฒ๐ด๐บ๐ฒ๐ป๐ and ๐๐ถ๐ฟ๐ฒ๐ฐ๐ ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น.
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Management Consultant โข Delhi, Republic Of India, IN
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