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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | Sales / BDField Sales Executive |
EmploymentType | Full-time |
Dear Candidate,Greetings for the day!We are hiring for Relationship ManagerReporting To : Branch ManagerKey Deliverable:o Contact all mapped clients through daily/weekly/monthly calls, regularlyo Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Companyo New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), MF, PMS, IPOs,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.o Preparation And Execution Of Financial Planningo Risk Profiling Of Existing & New Clients.o Regular Portfolio Review Of Existing & New Clients.o Providing seamless & superior service delivery.o Timely follow-up on all the product renewal opportunities uploaded in the system.o Promote large ticket MF SIPs per month.o Manage AUM & month on month growth of the sameInterview Date-13th September 2019Interview Venue: Business Point Building, 2nd Floor, Unit No 5, D.K.Sandu Marg,Chembur (E) , Mumbai 400071.Regards,Amol SardeEmail :amols@bajajcapital.com
Keyskills :
acquisition sales rm hni ifeinsurance mutualfundssales hniclienthandling directsales bankingproducts highnetworth bancasales dmat relationshipmanagement clientacquisition financialplanning hniacquisition sales relationshipmanager equ