Business Relationship Officer

Bajaj Capital; Bahraich; On-site; INR 250,000 - 450,000; Full time

Job summary

Bajaj Capital in Bahraich, Uttar Pradesh, India is seeking a client-focused advisor to meet walk-in or prospective clients, understand financial goals, and tailor investment plans. You will pitch financial products, build a strong client base, manage daily operations, ensure compliance, and nurture long-term relationships to cross-sell services and generate referrals.

Ideal candidates will have a customer-first mindset, strong communication skills, and a passion for helping clients achieve their

Qualifications

• Meet walk-in or prospective clients to understand financial goals and risk preferences.
• Recommend suitable financial solutions, including mutual funds and life/health insurance.
• Build a strong client base and drive HNI or retail acquisition.
• Ensure timely issuance of policies, collect documents, and manage deposits.

Responsibilities

• Maintain long-term relationships with clients to cross-sell products and collect regular market referrals.

Job description

Key Responsibilities

• Client Consultation: Meet walk-in or prospective clients to understand their financial goals, investment needs, and risk preferences.
• Product Pitching: Recommend suitable financial and investment solutions, including mutual funds, life/health insurance, fixed deposits, and wealth management plans.
• Client Acquisition & Generation: Build a strong client base, generate revenue, and drive high-net-worth individual (HNI) or retail acquisition.
• Operations & Compliance: Ensure timely issuance of insurance policies, handle document collection, and manage daily premium or investment deposits.
• Relationship Management: Maintain long-term relationships with clients to cross-sell products and collect regular market referrals.