Urgent Opening- Relationship Manager/ Sr Manager- Wealth Management
Insurance- General Insurance
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Job Description
- Relationship Manager / Senior Relationship Manager
- Location: Coimbatore
- Experience: 2–6 Years
- Package - 3 - 8 LPA
- We are looking for dynamic and result-oriented Relationship Managers and Senior
- Relationship Managers to drive sales and client acquisition for our financial products
- portfolio.
- Key Responsibilities
- * Acquire new customers through direct sales and relationship-based selling.
- * Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.
- * Build and maintain strong relationships with clients to ensure long-term
- engagement.
- * Understand customer financial needs and recommend suitable investment and
- protection solutions.
- * Achieve assigned sales and revenue targets.
- * Generate leads through referrals, networking, and market activities.
- * Ensure high levels of customer satisfaction and service.
- Required Skills
- * Insurance Sales
- * Mutual Fund Sales
- * Direct Sales
- * Relationship Management
- * Business Development
- * Client Acquisition
- Eligibility
- * 2–10 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,
- or Financial Services.
- * Strong communication, sales, and relationship-building skills.
- * Target-driven mindset with a proven track record in sales.
- Products
- * Insurance
- * Mutual Funds
- * Fixed Deposits (FDs)
- * Bonds
- Preference: Candidates currently based in Coimbatore will be preferred.
- Interested candidates can apply directly or share their updated resume.
- Email - [HIDDEN TEXT]
- Relationship Manager / Senior Relationship Manager
- Location: Chennai
- Experience: 2–10 Years
- Package - 3 - 8 LPA
- We are looking for dynamic and result-oriented Relationship Managers and Senior
- Relationship Managers to drive sales and client acquisition for our financial products
- portfolio.
- Key Responsibilities
- * Acquire new customers through direct sales and relationship-based selling.
- * Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.
- * Build and maintain strong relationships with clients to ensure long-term
- engagement.
- * Understand customer financial needs and recommend suitable investment and
- protection solutions.
- * Achieve assigned sales and revenue targets.
- * Generate leads through referrals, networking, and market activities.
- * Ensure high levels of customer satisfaction and service.
- Required Skills
- * Insurance Sales
- * Mutual Fund Sales
- * Direct Sales
- * Relationship Management
- * Business Development
- * Client Acquisition
- Eligibility
- * 2–6 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,
- or Financial Services.
- * Strong communication, sales, and relationship-building skills.
- * Target-driven mindset with a proven track record in sales.
- Products
- * Insurance
- * Mutual Funds
- * Fixed Deposits (FDs)
- * Bonds
- Preference: Candidates currently based in Chennai will be preferred.
- Interested candidates can apply directly or share their updated resume.
- Email - [HIDDEN TEXT]
Skills
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About Company
Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.
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