Company: - Bajaj Capital
Location: - PAN India
Role: Relationship Manager
Suitable profile:
Client acquisition expertise,
Candidate should have multiple product knowledge-LI, GI, MF, Bond
Direct Sales
Wealth management (Certification in Wealth Management will be a value addition)
Candidate should have good client base
Experience required - 3 to 8 years
Preferred Candidates:
Candidates from Insurance and Banking Industry will be preferred
Selection process:
HR Round
AMCAT (psychometric test)
Department Head interview Round
Final Round with Channel Head
CTC offered - 30 k to 40 k per month.
Roles and Responsibilities:
1. Work on assigned leads and generate referrals from every visit that's made to customers.
2. To generate self - sourced leads for generating the business
3.Giving advice to our clients for LI & GI requirements and other financial products
4. Ensure that a comprehensive financial need analysis of customers is done and provide solutions based on analysis
Keeping up to date on the latest Financial Investment news, Market Research.
5. To ensure client service standards are met & delivered at all categories of the Client
6. To handle after sales service issues related to product and resolving them to strengthen client faith
7. Ensure cross selling & Upselling of Financial product with Existing customers.
8. Ensure relationship building with team members for increasing Direct sales
9. To meet sales target of life products + Nonlife + Mutual funds +Bonds and other Investment Products
Kindly reach out to us to apply for the same.
WhatsApp: - hidden_mobile
Email ID: - hidden_email
Regards,
Navyam Consultancy

Keyskills: life insurance general insurance lead generation insurance sales bonds direct sales mutual funds