Company Description

Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of

experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other

firm in India. But it's our deep personal relationships with clients that truly sets us apart.

Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter,

Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI

Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the

PFRDA for the NPS Schemes.

Job Description

Conduct daily sales calling with prospective new clients and identify their needs.

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Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal.

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Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

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Increase client database by meeting new clients and taking references from the existing ones and hence build

AUM and AUA for the branch.

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Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

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Achieve financial goals of the clients through various product line.

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Update and cross – sell products to existing clients and update them about the primary and secondary market

trends.

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Update self-regarding all schemes, products and solutions by regularly attending trainings.

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Share regular communications with client regarding information, research and material of the organization.

Qualifications

Graduation