Job highlights

- Should be a confident individual and must conduct and present themselves well in front of client
- Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors,must provide sound and reliable advice to clients. .
- 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 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 we'll 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 we'll in front of client
- Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong 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

📌 SR Relationship Manager (Vadodara)
🏢 Bajaj Capital
📍 Vadodara