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Designation:Relationship Executive/ Manager/ Senior Manager
Company Name:Bajaj Capital Ltd
Summary:
Key Skills: Sales, Insurance, Client acquisition
Sector: Banking,Financial services,Insurance
Industry Vertical: Wealth Management
Functional Area: Sales-Liability/Assets
Certification:
Experience: 01-05yrs
CTC: 1-5Lacs
Location: Cochin,Kochi,Palakkad,Palghat,Trivandrum,Kerela-Other,Coimbatore,Salem,Tirunalveli,Trichy,Tamilnadu-Other,
Job Posted on: 05-02-2014
Prefered Level: Middle
Job code: BA01/2014
 
Job Description:
1. Acquisition of new clients and formulating strategies to increase the client base 2. Dealing with existing clients 3. Preparation and execution of financial assessment 4. Regular portfolio review of client6. Approaching need based product to the client through financial assessment 7. Access the portfolio risk according to changing market situation 8. Generating the revenue primarily through liability products
 
Company Profile:
The Bajaj Capital Group is one of India's 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 (NRI's) and High Net worth Clients, among others. As one of India s largest d
Additional mail id:susarithan@bajajcapital.com
 
Contact Details:
Company:Bajaj Capital Ltd
Contact Person:Susaritha
Chennai
Chennai,Tamilnadu,INDIA,,mailid:susarithan@bajajcapital.com
   
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