Bajaj Capital - Wealth Manager - Sales (7-10 Yrs) Metros/Mumbai/Bangalore/Kolkata/Delhi NCR/Pune/Chennai (BFSI Sales)

Job Description: - Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line- Update and cross - sell products to existing clients and update them about the primary and secondary market trends- Update self-regarding all schemes, products and solutions by regularly attending trainings- Share regular communications with client regarding information, research and material of the organization- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leadsKnowledge:- Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals- Financial planning/Investment Advisory - have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:- Social/Interpersonal Skills: have excellent socializing and relation building skills.
-Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.- Should be a confident individual and must conduct and present themselves well in front of client- Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability- Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
-Should always identify opportunities for greater profit- Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation- To have the best of the talent in our company (ref:updazz.com)

Payroll Type : Permanent