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Opening in Bajaj Capital Ltd. for the post of Relationship Manager/ Sr Relationship Manager

Keywords / Skills : Insurance, "Direct Sales", "TeleSales", "Agency manager", "Insurance advisor", "policy baza", Broking, Securities, "Banca Channel", "Banking Sales", "Direct Channel", "Unit Manager", "Tied Channel", "Alternate Channel", "Business Development", Relationship"

1 - 6 years
Posted: 2019-06-28

Banking/Accounting/Financial Services
Sales/Business Development
Insurance Advisor - General
Relationship Manager
Sales Exec/ Sales Representative
Channel Sales Manager
2.00 - 3.00 lacs
Posted On
28th Jun 2019
Job Ref code
Job Description
Dear Candidate,
Greetings from bajaj allianz life insurance ----

The Bajaj Capital Group is one of Indias premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers. We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others. Bajaj Capital La Premier Group was created to cater to the needs of High Networth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-classmanagement services to a select group of clients.

Job Profile:

1. Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.

2 Penetration of all products including Mutual Funds(,Major product), Insurance(LI & GI), FD, Bonds, IPO's, in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.

3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios4.Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfil with appropriate products.

Desired Candidate Profile: 

1. Apart from qualities mentioned above candidate should have high desire to excel in this field.
2. Candidate should have his Own Conveyance (will be reimbursed).

Thanks and Regards :
Megha - 7447431401

About Company

HR Remedy India is a Pune based manpower recruitment and training firm with an aim to provide value aided service to employers with in-depth understanding of their requirements. We are working as a perfect bridge between employer and employee to fulfill their needs by placing a best suitable at place. We associate responsibilities to talent.
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