Job Detail

Job description

Experience:

Location: Dehradun , Dehradun , India

Qualification: Any Graduate in Any Specialization

Job Type: Permanent


Job Description:

Key Job Responsibilities

Increasing sub broker engagement and providing complete financial planning solutions

  • Conduct daily sales calling with the sub brokers. Provide solutions and suggest schemes to basis requirements and goal
  • Conduct timely and regular follow ups with the sub brokers and tag them on broadcasts and new articles
  • Review and diversify sub broker portfolio on a regular basis and provide guidance accordingly
  • Update and cross sell products and services to existing sub brokers
  • Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
  • Drive compliance by ensuring that all transactions are compliant with the necessary NISM, IRDA certifications

Achieving Revenue Targets

  • Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at Bajaj Capital
  • Maintaining long term relationships with existing sub brokers to increase revenue base for Bajaj Capital.
  • Ensure and drive uniform focus on all products to meet the  volume targets with high utilization of digital platforms

Industry Type
Banking & Finance
Functional Area
Banking, Insurance & Financial Services
Employment Type
Full Time
Role Category
Sales / BD

Bajaj Capital

About Company

BajajCapital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. Here is a glimpse of our journey through the years.

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