- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify recent business opportunities through networking, referrals, and market research.
- Conduct product demonstrations and presentations to educate clients on various investment options.
- Meet or exceed monthly sales targets by selling mutual funds, NISM-certified products, and other relevant financial instruments.
Job Requirements :
- 0-1 years of experience in the finance industry or related field.
- Strong understanding of IRDA regulations governing insurance sales.
- Knowledge of mutual fund operations, including product types (e.g., equity, fixed income) and risk management strategies.
📌 Relationship Executive Sales (Maharashtra)
🏢 Bajaj Capital
📍 Maharashtra
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