Walk-in Drive For RM/ Sr. RM in Ltd

2 days ago

Vijayawada, Andhra Pradesh, India Bajaj Capital Full time ₹ 2,00,000 - ₹ 12,00,000 per year

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager

JOB DESCRIPTION:

Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.

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

Experience: 1+ Year

Location: Vijayawada

Functional Area: BFSI, Investments & Trading.

Employment Type: Full Time, Permanent.

Education: Any Graduate.

Total Openings - 5

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.
  • 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.
  • Desired Candidate Profile
  • 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 client.

KEY SKILLS:

Mutual funds, Life insurance, General Insurance, Home Loans, Bonds, Fixed Deposits, Investment Banking, Health Insurance.

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.

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