Roles and Responsibilities :

- Position : Relationship Executive
Job Description:

Dealing with Retail , HNI and Ultra Clients .
Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and recent articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross – sell products to existing clients and update them about the primary and secondary market trends.




Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.

Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Job Requirements :

- 0-1 year of experience in banking, broking, or related field (preferably in life insurance).
- Strong understanding of IRDA regulations for mutual funds and NISM certification preferred.
- Excellent communication skills with ability to build strong relationships with clients.
- Basic knowledge of management trainee programs would be an added advantage.

📌 Relationship Executive sales (Maharashtra)
🏢 Bajaj Capital
📍 Maharashtra