Relationship Manager - HNI

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:

Qualifications - Graduation

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.