Conduct daily sales call with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
Update and cross-sell products and services to existing clients and update them about the primary and secondary market trends.
Ensure regular connection with pending leads/references.
Update self-regarding all schemes, products and solutions by regularly attending training and reading NFOs.
Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes.
Share regular communications with clients regarding information, research and material of the organization.
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generating leads.
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 clients to increase revenue base for Bajaj Capital.
Share daily business data from respective clients with the branch client service officer
Ensure and drive uniform focus on all products to meet the volume targets with high utilization of digital platforms and keeping in mind organization ethics