• Walk-in | Sr Relationship Manager | Ezra Street - Kolkata | 27th July Jobs in Kolkata,India

  • Bajaj Capital Limited
  • Save Job
  • 1 - 6 Years
  • Posted : above 1 month

Job Description:

Venue - 9, Ezra Street, 2nd Floor, Kolkata - 70001 Date - 27th July 2019 (Saturday) Time - 11am - 4 pm Contact Person - HR Sneha - 9654694996 Mandatory experience in Direct Sales of Mutual Funds or Insurance !! Job Description - 1 Responsible for cross selling various financial products like Mutual funds, Insurance (Life, General), etc to the new set of customers and building depth within the existing relationships 2 Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment 3 Formulating strategies for expanding the client base by providing investment advice to the clients 4 Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company 5 Cross-sell products and services to both new & existing clients according to their need 6Responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation 7 New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients We are looking for candidates with 1 - 8 years of relevant experience in wealth management products specially mutual funds & insurance We provide huge Incentives and attractive schemes, over and above CTC !! Feel free to reach out for any quires - Sneha (9654694996)

Profile Summary:

Employment Type : Full Time
Industry : IT-Software, Software Services
Functional Area : Sales , Retail , Business Development
Role : Sales Executive/Officer
Salary : INR
Deadline : 19th Jan 2020

Key Skills:

Company Profile:

Bajaj Capital Limited https//wwwbajajcapitalcom/

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