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1. Acquisition of new clients through direct marketing, referrals, marketing campaigns.
2. Activating the inactive existing HNI / MNI clients by reviewing their portfolios.
3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.
5. Consistent achievement of monthly targets.
6. Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
2. Activating the inactive existing HNI / MNI clients by reviewing their portfolios.
3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.
5. Consistent achievement of monthly targets.
6. Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
7. Zeal to Grow in financial Industry a must!
As this is an urgent requirement there will be one single round of interview with the Executive Vice President and selected candidates will be offered within 24 hours after selection.
Kindly walkin with your Updated CV at the following address on 13th,14th & 15th Feb 2012 :
Bajaj Capital, 672. 7th Floor, building no.6, Solitaire corporate Park, Chakala, Andheri - East, Mumbai.
Time - 12.30pm - 6.00pm.
For details about the company pls log on to www.bajajcapital.com
Salary:
INR 1,25,000 - 3,50,000 P.A. Plus Incentives
Industry:
Banking, Financial Services, Broking
Functional Area:
Sales, BD
Role Category:
Retail Sales
Role:
Sales/Business Development Manager
Keyskills:
Financial Planning, Mutual Funds, Sales, marketing, Cross sales, Insurance, General Insurance, wealth management
Desired Candidate Profile
Education:
Please refer to the Job description above
(UG - Any Graduate - Any Specialization) AND (PG - Any PG Course - Any Specialization, Post Graduation Not Required)
Company Profile
Bajaj Capital Limited
http://www.bajajcapital.com
The international college of financial planning (ICFP) is an approved education provider of the CFP Certification education programme of the Financial Planning Standards Board, India. The college is run by a team of professionals. ICFP is a market leader in CFP certification education programme in India with about 3800 students enrolled with it.http://www.bajajcapital.com
The college is a sister concern of Bajaj Capital Ltd a leading name in the financial industry.
Contact Details
Executive Name:
Mr.Nadeem
Contact Company:
Bajaj Capital Limited
Email Address:
Telephone:
9167767808
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