- Walkin

Client Engagement Officers (Walk-in Interview)

Details :

Job Description

a. Analysis of Client Investment Reports to understand the pattern & frequency of their investments.

b. Charting a rough sketch of client’s goals and risk tolerance basis the earlier analysis and initiate Financial Planning calls for them.

c. Prepare Financial Plans including Snapshot / Comprehensive for Branch Level.

d. Review of Plans / Portfolio through Branch Members

e. Proactive Calling – Initiate sales over the phone through lead generation for branches and thorough follow up.

f. Reactive Calling – For Investors Club Members on service delivery and providing benefits.

g. Fix up Financial Planning Calls / Research Calls.

h. 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.
Desired Candidate Profile

 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



WALK-IN INTERVIEWS from 5th Jan'10 - 9th Jan'10 from 10 AM - 5 PM at

Bajaj Capital Ltd,
5th floor, 97, Nehru Place, New Delhi



Contact: Pooja Virmani