20 Oct
|
Bajaj Capital
|
Ambedkar Nagar
20 Oct
Bajaj Capital
Ambedkar Nagar
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 Ambedkar Nagar
🏢 Bajaj Capital
📍 Ambedkar Nagar