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
- 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
- solid 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'

Desired Candidate Profile

- Strong understanding of investment products such as AIFs, MFs, PMS, mutual funds sales.

- Excellent communication skills for effective HNI client handling.

Interested candidate can apply on [email protected]

📌 Wealth Manager- Bajaj Capital Ltd-Chennai- Fresher requirement (Delhi)
🏢 Bajaj Capital
📍 Delhi