01 Oct
|
Bajaj Capital
|
Bahraich
01 Oct
Bajaj Capital
Bahraich
Key Responsibilities
- Client Consultation: Meet walk-in or prospective clients to understand their financial goals, investment needs, and risk preferences.
- Product Pitching: Recommend suitable financial and investment solutions, including mutual funds, life/health insurance, fixed deposits, and wealth management plans.
- Client Acquisition & Generation: Build a robust client base, generate revenue, and drive high-net-worth individual (HNI) or retail acquisition.
- Operations & Compliance: Ensure timely issuance of insurance policies, handle document collection, and manage daily premium or investment deposits.
- Relationship Management: Maintain long-term relationships with clients to cross-sell products and collect regular market referrals.
📌 Business Relationship Officer (Bahraich)
🏢 Bajaj Capital
📍 Bahraich