Location:Pune, Nasik, Nagpur
Experience: 0-1 year
Job Description:
Acquisition of new clients through direct marketing, referrals, marketing campaigns.
Activating the inactive existing HNI / MNI clients by reviewing their portfolios.
Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
Getting business from new clients by doing Financial planning / tax planning / retirement planning.
Consistent achievement of monthly targets.
Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
Zeal to Grow in financial Industry a must
Industry: Banking, Financial Services, Broking
Functional Area:Sales, BD
Role:Trainee
About Us:
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 Personalised Investment Advisory And Financial Planning Services To Individual Investors, Corporate Houses, Institutional Investors, Non-Resident Indians (NRIs) And High Networth Clients, Among Others. As One Of India S Largest Distributors Of Financial Products, We Offer A Wide Range Of Investment Products Such As Mutual Funds, Life And General Insurance, Bonds, Post Office Schemes, Etc. Offered By Reputed Public And Private And Government Organisations.
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