Job Title – Relationship Executive, Branch

Grade – B4
Designation – Executive/ Senior Executive
Location – Pan India
Reports to – Branch Head
Span Of Control – 0 direct reportees
Job Purpose – The purpose of this role is to acquire new clients and increase
engagement of existing client by providing complete financial planning solutions to
them basis their risk and reward apetite keeping in mind the revenue targets of the
branch.
Key Job Responsibilities
Acquire new clients and Increase engagement of existing client by providing
complete financial planning solutions
​ Conduct daily sales calling 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 portfolio on a regular basis and provide
guidance accordingly
​ Achieve financial goals of the clients through various product line 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 connect with pending leads/references
​ Update self regarding all schemes, products and solutions by regularly
attending trainings 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 client regarding information, research and
material of the organization
 ​ Conduct regular marketing acitivities with the branch marketing and product
team by showcasing our products and features and generate 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
Knowledge, Skills & Attributes
Knowledge
Product Knowledge – have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds
Wealth/ Portfolio Management – understand client portfolio in terms of their risk
and reward apetite and provide complete financial planning solution to them
Financial planning/ Investment Advisory – have thorough financial and sector
knowledge as well knowlegde of competitors, must provide sound and reliable
advice to clients
Skills
Functional
Communication Skills: have excellent communicating and listening skills, ability to
explain complex information clearly and in a simplified manner. Should be a
confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their
financial goals and have strong logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has
good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored
and response to any request for documentation

Professional
Executing with Excellence
Ensures tasks are completed as per agreed targets and timeline
Says no to follow up
Achieves and demonstrates high level of productivity through personal effort
Leading Self
Initiate direct conversations when in doubt and with whoever it belongs
Admits and owns mistakes without fear and work towards rectifying the same
Strategic Thinking
Thinks out of the box and is curious and generate breakthrough ideas
Is a committed learner and learn from the experiences of self and others
Attributes / Core Behaviours
Entrepreneurial & Ethical
Cites and shares correct/incorrect behaviour openly and honestly
Treat coworkers with integrity and respect
Proactively seeks feedback/support when needed to improve self performance
Is a brand ambassador to Bajaj Capital
Nurturing
Exhibits traits to handheld new members in the team
Recognises and appreciates team members and co workers for their success stories
Proactively follows up with reporting manager and support team for career
aspirations and growth plan
Responsibility
Proactively fill up for my team members deliverables in their absence
Take charge and follow up on my development and career path
Always operate out of my circle of influence and do what i do best to deliver on what
is expected from me
Innovation
Always stay ahead and implement best practices and creativity in all tasks done
Maximize the use of technology and digital media for communications
Collaborate
Communicate with each and every indivudual in the team and maintain
professionalism
Always ccordinates with team members for timely completion of tasks
Be transparent, open and upfront with my colleagues and organization
Have fun together
Happy Clients
Works towards continuous improvement of client experience at Bajaj Capital
Understand and listen to the customer expectations at all times
Always capture customer feedback and internalize it when required
Education

Essential Desireable

Education Graduation in B.Com MBA in finance/ sales & marketing

Qualifications MF Certification NA
NISM

Internal External

Experience Above 2 - 3 years Atleast 2 years in the same

industry