*B2C* - Dealing with Retail Clients (HNI,Ultra HNI, NRI etc.)
Sale of *Life Insurance ,Health Insurance ,GI, Mutual Fund, Fixed Income* etc.
Conduct daily sales calling with *inactive clients, prospective recent clients* and identify their needs. Attending *minimum 3 appointments* per day for maximum closures.
Provide solutions and suggest schemes to clients on the basis of their requirements and goals.
Conduct timely and regular follow ups with the existing clients and leads.
Increase client database by meeting *new clients* and taking recommendations 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.
Preferred candidate profile
📌 Relationship Manager (Pune)
🏢 Bajaj Capital
📍 Pune
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