Relationship Manager /Senior Relationship Manager

Bajaj Capital; Coimbatore District; On-site; INR 350,000 - 750,000; Full time

Job summary

Bajaj Capital in Coimbatore is seeking dynamic Relationship Managers to drive sales and client acquisition for our financial products portfolio, including Insurance, Mutual Funds, FDs and Bonds. You will engage clients, understand their financial needs and close opportunities.

The role requires strong communication, a target-driven mindset, and a proven sales track record. You will build long-term relationships, generate referrals, and contribute to revenue growth in a fast-paced BFSI

Qualifications

• 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.

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.

Skills

Insurance Sales

Mutual Fund Sales

Direct Sales

Relationship Management

Business Development

Client Acquisition

Job description

Job Description

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.