Relationship Manager / Senior Relationship Manager

Location: Coimbatore

Experience: 2–6 Years

Package - 3 - 8 LPA

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.

Interested candidates can apply directly or share their updated resume.

Email - [email protected]





Relationship Manager / Senior Relationship Manager

Location: Chennai

Experience: 2–10 Years

Package - 3 - 8 LPA

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 recent 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 - [email protected]

📌 Client Relationship Lead - Financial Products (Coimbatore)
🏢 Bajaj Capital
📍 Coimbatore