Bajaj Capital - Manager - Lapremium

Job Title - Manager - Lapremium

Job Location - Delhi / Pan India

Roles & Responsibilities -

The roles & responsibilities includes the follwing but not limited to -

- Client acquisition of NTB (New to Branch) customers and generating revenue through sale of all the liability products including mutual funds, Insurance, PMS, IPO, Bonds for HNI & UHNI clients.

- Existing client retention by deepening relationship with them by providing seamless service delivery.

- Regular portfolio review of existing & new clients.

- Financial Need Assessment of customers with proper preparation & execution of financial planning.

- Formulating the strategies to increase client base.

Salary Range : 6 Lacs to 7 Lacs

Educational Qualification - Graduate

KSA :

Knowledge :

- Strong business sense and industry expertise

- Excellent knowledge of market & product.

Skills :

- Excellent presentation skills

- Strong communication skills

Ability :

- Must demonstrate business development and excellent sales abilities.

- Ability to multi-task and work in a challenging fast paced environment.

- Independently manage multiple tasks, projects and ability to prioritize.