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Private Banker

4 months ago

Delhi, India Intellismith Full time

Intellismith

Delhi, India
- Posted On Jul 21, 2023Location
- Delhi

Number of Position(s)
- 5

Min Salary (per annum)
- 1200000

Max Salary (per annum)
- 1800000

**Company Description**:
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. With over 120 offices in 70 cities across

India, we strive to maintain a consistency of relationship and experience. So if you happen to

relocate, there will be a nearby Bajaj Capital office with the same standard of service

Please find below the attached links to know more about the company

**Designation - Manager / Senior Manager (Wealth Management)**

**Role & 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**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 Skills: 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

**Perks and Benefits**
- **What's on Offer? **

A role that offers a breadth of learning opportunities
- Opportunity to make a positive impact
- Attractive Salary & Benefits
- Wide variety of products