Key Responsibilities

- Identify and acquire new customers through open-market sourcing, referrals, and networking.
- Build and maintain strong relationships with existing and prospective clients.
- Understand customer financial goals and recommend suitable financial products.
- Promote and sell financial products, including Mutual Funds, Insurance, Fixed Deposits, Bonds, and other investment solutions.
- Generate business through client acquisition, cross-selling, and relationship management.
- Achieve monthly sales targets and contribute to business growth.
- Conduct regular client follow-ups and provide quality customer service.
- Maintain accurate customer records and ensure compliance with company policies.

Eligibility Criteria

- 210 years of experience in direct sales, financial services, banking,



insurance, mutual funds, or wealth management.
- Experience in customer acquisition and relationship management is preferred.
- Valuable communication, negotiation, and interpersonal skills.
- Ability to work independently and achieve sales targets.
- Willingness to engage in field sales and open-market sourcing.

Compensation & Benefits

- Competitive salary of 3–10 LPA, depending on experience and suitability.
- Conveyance allowance and performance-based incentives, as applicable.
- Opportunity to grow within the financial services and wealth management industry.

📌 Relationship Manager /Senior Relationship Manager (Chennai)
🏢 Bajaj Capital
📍 Chennai