Roles and Responsibilities
Conduct daily sales calling with prospective current 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 current articles
Increase client database by meeting recent 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 fin

📌 Wealth Manager Bajaj Capital Ltd Chennai Fresher Requirement Delhi
🏢 Bajaj Capital
📍 Delhi