Acquisition Manager

JOB DESCRIPTION : Role : Relationship Manager / Sr. Relationship Manager / CTC : It’s not constrain for right candidate (Its Negotiable).Experience : 1+ YearLocation : Ahmedabad, Barodra, RajkotFunctional 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 theirrequirements and goal.
• Conduct timely and regular follow ups with the leads and tag them on broadcastsand new articles.
• Increase client database by meeting new clients and taking references from theexisting ones and hence build AUM and AUA for the branch.
• Review and diversify existing client portfolio on a regular basis and provideguidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about theprimary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attendingtrainings.
• Share regular communications with client regarding information, research andmaterial of the organization..
• Wealth / Portfolio Management understand client portfolio in terms of their riskand reward appetite and assist them to achieve their financial goals
• Financial planning / Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliableadvice to client.KEY SKILLS : Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,FixedDeposits, Investment Banking, Health Insurance.KNOWLEDGE :
• Product Knowledge have a detailed knowledge of all products related to LifeInsurance, general insurance, fixed income, mutual funds, etc.
• Wealth / Portfolio Management understand client portfolio in terms of their riskand reward appetite and assist them to achieve their financial goals.
• Financial planning / Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliable adviceto clients.Interested Candidate can mail there resumesonam.singh@bajajcapital.com