Relationship Manager /Senior Relationship Manager

Bajaj Capital; Chennai; On-site; INR 300,000 - 1,000,000; Full time

Benefits offered by this job

Conveyance allowance

Performance-based incentives

Job summary

Bajaj Capital in Chennai seeks a motivated field sales professional to expand its client base of individuals seeking financial products. You will source new customers through open-market activity and referrals, while building lasting relationships with clients and understanding their financial goals.

Responsibilities include promoting mutual funds, insurance, fixed deposits, bonds, and related investment solutions, meeting monthly targets, and ensuring precise client records and compliance.

Qualifications

• Experience in direct sales or financial services.

Responsibilities

• Identify and acquire new customers through open-market sourcing, referrals, and networking.
• Build and maintain strong relationships with existing and prospective clients.
• Understand customer financial goals and recommend suitable financial products.
• Promote and sell financial products, including Mutual Funds, Insurance, Fixed Deposits, Bonds, and other investment solutions.
• Generate business through client acquisition, cross-selling, and relationship management.
• Achieve monthly sales targets and contribute to business growth.
• Conduct regular client follow-ups and provide quality customer service.
• Maintain accurate customer records and ensure compliance with company policies.

Skills

Good communication

Negotiation

Interpersonal skills

Self-motivation/independence

Field sales

Open-market sourcing

Job description

Key Responsibilities

• Identify and acquire new customers through open-market sourcing, referrals, and networking.
• Build and maintain strong relationships with existing and prospective clients.
• Understand customer financial goals and recommend suitable financial products.
• Promote and sell financial products, including Mutual Funds, Insurance, Fixed Deposits, Bonds, and other investment solutions.
• Generate business through client acquisition, cross-selling, and relationship management.
• Achieve monthly sales targets and contribute to business growth.
• Conduct regular client follow-ups and provide quality customer service.
• Maintain accurate customer records and ensure compliance with company policies.

Eligibility Criteria

• 210 years of experience in direct sales, financial services, banking, insurance, mutual funds, or wealth management.
• Experience in customer acquisition and relationship management is preferred.
• Good communication, negotiation, and interpersonal skills.
• Ability to work independently and achieve sales targets.
• Willingness to engage in field sales and open-market sourcing.

Compensation & Benefits

• Competitive salary of 3-10 LPA, depending on experience and suitability.
• Conveyance allowance and performance-based incentives, as applicable.
• Opportunity to grow within the financial services and wealth management industry.