Lead Capital MarketsSenior Lead Capital Markets
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Job Summary
| Job Purpose | This position is open for Bajaj finance LTD |
| Duties and Responsibilities | 1. Sales planning and review Cascade monthly AOP targets to own sales team provide inputs and develop action plans to meet defined sales target Monitor month-on-month achievement of sales targets track deviations and provide inputs on course development Identify potential HNI clients through referral networks prepare update and review the list of potential customers to add clients to the customer funnel Approach the prospect client analyze competition with the customer seek appointment through brokers to identify customer needs assess risk appetite and provide appropriate investment options Conduct background check of the clients to ensure identification (and rejection) of clients involved in money laundering and black-listed by the company Follow up with the credit and risk team to obtain timely approvals and sanction of the loans for the clients Devise strategies to retain the customers and cross sell products and services to meet business objectives 3. Client and broker relationship management Identify needs of the retail (HNIs) and institutional (promoters) clients assess their risk appetite and provide them investment options Interact with customer to understand the end use for the loan to ascertain the duration of loan and pattern of repayment Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls and meetings Seek appointment with prospect clients to present the value proposition (such as issue of sanction letter within 24 hours) and convert new clients Network with brokers in the share market convert the broker into a client and penetrate into the brokers client list 4. IRR management Understand movements in prevailing market interest rates and accordingly manage client communication on interest rates to increase IRR for the company Communicate the interest increase to own team of Relationship Managers to further communicate to clients and influence clients for continuing the relationship development Motivate the team through an appropriately linking incentive structure to sales target achievement Participate in recruitment process to identify the right talent at senior positions within the function Establish individual performance expectations and regularly review individual performance of the team Identify career growth plans and create development opportunities for team members to enhance functional knowledge and motivation Credit and Risk team- To follow up for obtaining approval and sanctions for the client loans Operations team- To seek support for delivery of seamless customer service and experience Clients- To identify their needs and follow up for repayment Competitors- To understand their value proposition and current market trends |
| Required Qualifications and Experience | EDUCATIONAL AND PROFESSIONAL QUALIFICATIONS Post graduate in management experience of 7 years in equity and wealth management and knowledge of broking fraternity SKILLS orientation end to end ownership for delivering capabilities. to drive / work in cross functional teams. communication skills with proficiency in English & collaborative attitude |
Required Experience:
Senior IC
About Company
Bajaj Finserv is India’s most diversified non-banking finance company. Visit the website to learn about our products. Get instant approval on loans, shop on EMIs, make an investment, get insurance and pay your bills.
