Job Description: •Candidates with experience working in a sales-based incentive role will be preferred • Acquire new clients through leads and family accounts grouping • Grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base • Sell assets, wealth & other products (bank and third party) with a view […]
Walkins for wealth+manager 2019
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Bajaj Capital Walkin – Relationship Manager (23rd Feb 2021)
Job Description * Candidate has to create an Appointment for Branch RM for a face to face meeting with Client for discussion on Retirement planning * Create an appointment for Branch RM for a face to face meeting with the Client for discussion on Retirement planning * He / She has to call the Client […]
Bajaj Capital Walkin – Retail Wealth Manager (7th August 2018)
Job Description: • Candidate has to identify potential clients through referral networks • Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. • Daily tracking of & personal meeting with Clients • Ensure 100% client penetration for business sourced by building […]