Financial Solutions Manager

Bajaj Capital LtdNew Delhi, Republic Of India, IN

3 days ago

Job description

Bajaj Capital is currently hiring Relationship Mangers for North Location .

The role focuses on 𝗖𝗹𝗶𝗲𝗻𝘁 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻, 𝗛𝗡𝗜 𝗖𝗹𝗶𝗲𝗻𝘁 𝗛𝗮𝗻𝗱𝗹𝗶𝗻𝗴, 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗔𝗨𝗠 𝗴𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁.
The product suite includes 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀, 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗗𝘀, 𝗣𝗠𝗦, 𝗔𝗜𝗙𝘀, etc.
It's 𝗕𝟮𝗖 𝗦𝗲𝗴𝗺𝗲𝗻𝘁 and 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗵𝗮𝗻𝗻𝗲𝗹.

Job Description :

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.

Knowledge :

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

Skills :

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.

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Solution Manager • New Delhi, Republic Of India, IN