Acquisition of new clients through direct marketing, referrals, marketing campaigns.
Activating the inactive existing HNI / MNI clients by reviewing their portfolios.
Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
Getting business from new clients by doing Financial planning / tax planning / retirement planning.
Consistent achievement of monthly targets.
Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
Zeal to Grow in financial Industry a must!
Salary:INR 1,00,000 - 3,00,000 P.A. Plus Incentives
Industry: Banking, Financial Services, Broking
Functional Area: Sales, BD
Experience: 0 to 2 yrs.
Keyskills:Sales , marketing, Financial Planning, Mutual Funds, Insurance, Business Development
Education:(UG - Any Graduate - Any Specialization)
location : Mumbai
Bajaj Capital Limited
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.
The college is a sister concern of Bajaj Capital Ltd a leading name in the financial industry.