- Develop and maintain relationships with existing clients to identify their financial goals and provide tailored solutions.
- Identify new business opportunities through networking, referrals, and prospecting to meet sales targets.
- Conduct product demonstrations, presentations, and training sessions to educate clients on various financial products such as insurance, mutual funds, etc.
- Manage client portfolios by monitoring performance, addressing concerns, and making adjustments as needed.
Job Requirements :
- 0-1 years of experience in direct sales or field sales in the financial services industry.
- Strong understanding of insurance sales principles and practices.
- Excellent communication skills for building solid relationships with clients.
- Ability to work independently with minimal supervision.
📌 Relationship Executive (Hyderabad)
🏢 Bajaj Capital
📍 Hyderabad
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