Roles and Responsibilities

- Manage relationships with existing clients to identify their financial needs and provide tailored solutions.

- Identify new business opportunities through networking, referrals, and prospecting.

- Develop and maintain a strong understanding of the local market trends and competitor activity.

- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

- Meet or exceed monthly sales targets by selling various banking products such as deposits, loans, credit cards, etc.

Desired Candidate Profile

- 1-6 years of experience in Branch Banking, Direct Sales, Field Work, Insurance Sales, Relationship Management or similar roles.

- Strong knowledge of BFSI industry with expertise in Banking Sales (BDE), BFSI Sales (BANKING SALES) & Financial Services Sales.

- Excellent communication skills for effective relationship building with clients.

Requirements





- Graduate / Postgraduate in any discipline.

- Freshers and experienced candidates can apply.

- Good communication and interpersonal skills.

- Tamil communication skills preferred/required for market.

- Willingness to work in a field-sales workplace.

- Two-wheeler and valid driving licence preferred/required as per business requirement.

- Candidates with experience in BFSI, insurance, banking, telecom or direct sales will have an added advantage.

What We Offer

- Fixed salary + performance-based incentives.

- Training and product knowledge support.

- Career growth opportunities.

- Opportunity to build a career in the insurance and financial-services industry.

Interested candidates can apply with their updated resume.

share your updated resume to [email protected] or (phone hidden)

📌 Relationship Manager (Salem)
🏢 PolicyBazaar
📍 Salem