Job Description
Job descriptions
Company: - Bajaj Capital
Role: Relationship Manager
Suitable profile
Client acquisition expertise
Candidate should have multiple product knowledge-LI, GI, MF, Bond
Direct Sales
Candidate should have good client base
Experience required - 2 years
Preferred Candidates
Candidates from Insurance and Banking Industry will be preferred
Candidates who are not having exp. either in General Insurance, Health Insurance will not be accepted (Exp. is mandatory in any of the Insurance Includes LI, GI or HI)
• Candidate should have good communication skills
Candidate having 18-20 months in Insurance will also be considered
Selection process
HR Round
AMCAT (psychometric test)
Department Head interview Round
Final Round with Channel Head
CTC offered - Up to 5LPA (Based on previous experience)
• 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
+. To meet sales target of life products + Nonlife + Mutual funds +Bonds and other Investment Products
Company: - Bajaj Capital
Role: Relationship Manager
Suitable profile
Client acquisition expertise
Candidate should have multiple product knowledge-LI, GI, MF, Bond
Direct Sales
Candidate should have good client base
Experience required - 2 years
Preferred Candidates
Candidates from Insurance and Banking Industry will be preferred
Candidates who are not having exp. either in General Insurance, Health Insurance will not be accepted (Exp. is mandatory in any of the Insurance Includes LI, GI or HI)
• Candidate should have good communication skills
Candidate having 18-20 months in Insurance will also be considered
Selection process
HR Round
AMCAT (psychometric test)
Department Head interview Round
Final Round with Channel Head
CTC offered - Up to 5LPA (Based on previous experience)
• 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
+. To meet sales target of life products + Nonlife + Mutual funds +Bonds and other Investment Products
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Indore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
