Relationship Manager - HNI

Job Description

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families. Roles And Responsibilities: Client acquisition – Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE: a) Qualifications - Graduationb) Skills required:Strong product knowledge and understanding of capital market.Should have excellent communication skills along with strong presentation skills.Excellent Interpersonal Skills.Exceptionally high motivational levels and needs to be a self - starter.