Financial Planning, Client Engagement Manager Jobs, walk-in on 5th, 6th, 7th, 8th , 9th Jan 2010

Posted on January 4th, 2010

Client Engagement Manager

Job Description:
-Analysis of Client Investment Reports to understand the pattern & frequency of their investments.
-Charting a rough sketch of client’s goals and risk tolerance basis the earlier analysis and initiate Financial Planning calls for them.
-Prepare Financial Plans including Snapshot / Comprehensive for Branch Level.
-Review of Plans / Portfolio through Branch Members
-Proactive Calling – Initiate sales over the phone through lead generation for branches and thorough follow up.
-Reactive Calling – For Investors Club Members on service delivery and providing benefits.
-Fix up Financial Planning Calls / Research Calls.
-Inactive Clients – Those clients who have not invested through us for the last one year will be called upon, taken feedback from and passed on for further action.

Skills:
-Good communication skills
-Interpersonal and Team Building skills
-Ability to build long-term, trusting relationships with current and potential customers/clients.
-Demonstrates ownership of tasks and job responsibilities
-CFP / AFP certification would be an added advantage

Qualification: Any Graduate/ MBA/PGDM – Finance

Exp: 0-2yrs

Walk-in Date: 5^th to 9^th Jan 2010

Walk-in Time: 10:00am to 05:00pm

Company Name: Bajaj Capital Limited

Work Location: Delhi/NCR

Apply: poojavirmani@bajajcapital.com
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Walk-in Venue:
Bajaj Capital Ltd,
5th floor, 97, Nehru Place,
New Delhi.

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