Financial Planner- BAJAJ CAPITAL6 Opening(s)Bajaj Capital Ins.Brok. Limited
Experience:
0 - 2 Years
Location:
Bhopal, Gwalior, Indore
Compensation:
Rupees 1,00,000 - 2,00,000
Fast career growth, Lucrative incentives
Fast career growth, Lucrative incentives
Education:
UG - Any Graduate - Any SpecializationPG - Any PG Course - Any Specialization,Post Graduation Not Required
Industry Type:
Banking/Financial Services/Broking
Role:
Sales Exec./Investment Advisor
Functional Area:
Banking, Insurance
Posted Date:
02 May
Desired Candidate Profile
Address-
BAJAJ CAPITAL Ins.Bro.LTD
1st Floor,195A M.P.Nagar Zone 1 Bhopal
BAJAJ CAPITAL Ins Brok.LTD
Golden Estate Near Near SBI Bank Jayendra Ganj Laskar Gwalior.
BAJAJ CAPITAL Ins.Brok.LTD
Milenium Complex 2nd Floor Behind Bhagwan Talkies Agra
Job Description
Financial Planning of all respective clients
Selling all investment product by INDOOR SALES CONCEPT
Selling all investment product by INDOOR SALES CONCEPT
KRA:
01. To achieve individual targets fixed by Venue Manager;
02. To achieve distinction in individual appraisals;
03. To take 5 references from one family and work towards calling them in the venue;
04. To check and collect documents from the clients and also ensure timely issuance of insurance policy;
05. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis;
06. To submit Weekly Report/ List to Venue Manager detailing total number of clients and premium amount collected in a particular week;
07. To provide personalized Claim Settlement Services to the clients;
07. To provide clients comprehensive financial planning advice along with Bonds, Post Office Schemes, General Insurance etc.;
08. To make direct calls and generate business through referencing and corporate clients.
01. To achieve individual targets fixed by Venue Manager;
02. To achieve distinction in individual appraisals;
03. To take 5 references from one family and work towards calling them in the venue;
04. To check and collect documents from the clients and also ensure timely issuance of insurance policy;
05. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis;
06. To submit Weekly Report/ List to Venue Manager detailing total number of clients and premium amount collected in a particular week;
07. To provide personalized Claim Settlement Services to the clients;
07. To provide clients comprehensive financial planning advice along with Bonds, Post Office Schemes, General Insurance etc.;
08. To make direct calls and generate business through referencing and corporate clients.
Keywords: In - house Jobs
Company Profile
The Bajaj Capital Group is one of India’s premier Investment Advisory and Financial Planning companies. We are also SEBI approved Category I Merchant BankersWe offer personalised Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others.
As one of India’s largest distributors of financial products, we offer a wide range of investment products such as mutual funds, life and general insurance, bonds, post office schemes, etc. offered by reputed public and private and government organizations.
Contact Details
Company Name:
Bajaj Capital Ins.Brok. Limited
Website:
Executive Name:
Nitin Purohit
Address:
Not Mentioned
Email Address:
Telephone:
9229252580
Reference ID:
PFP-001
