Bajaj Capital Job Recruitment 2023 – Relationship Executive Posts – Private Company Job For Freshers

Responsibilities:

Have daily sales conversations with potential new customers to identify their needs.

Provide and develop solutions and propose schemes based on customer requirements and objectives.

Perform timely and regular follow-ups with prospects and tag them in broadcasts and new articles.

Expand your customer database by meeting new customers, getting references from existing customers, and building your branch’s AUM and AUA.

Regular review and diversification of existing customer portfolio and appropriate advice.

Achieve customers’ financial goals through a diverse product line.

Update and cross-sell products to existing customers and inform primary and secondary market trends.

Increase your confidence in all our programs, products and solutions by regularly attending training courses.

Regular communication with customers regarding organizational information, research results, and materials.

Conduct regular marketing activities with regional marketing and product teams by showcasing our products and features and generating leads.

Desired Candidate Profile

Product Knowledge In-depth knowledge of all products related to life insurance, non-life insurance, bonds, mutual funds, etc.

Asset/Portfolio Management Managing client portfolios from the perspective of risk and return preferences By understanding and supporting them, you will contribute to achieving their financial goals.

Financial planning/investment advisors must have extensive financial and industry knowledge and competitive knowledge to provide clients with appropriate and reliable advice.