Relationship Manager

Updated: March 02, 2024 04:49 PM GMT

Full-time Job in Asansol, West Bengal

Bajaj Capital

Asansol, West Bengal, India

Hiring for #Relationshipmanager

We are seeking dynamic individuals to join our team as Relationship Manager. Both male and female candidates are encouraged to apply

Job Role :-

Work on assigned leads and generate referrals from every visit that’s made to customer.
To generate self sourced leads for generating the business
Giving advice to our clients for LI & GI requirements and other Financial products
Ensure that a comprehensive financial need analysis of customers is done and provide solutions based on analysis
Keeping up-to date on the latest Financial Investment news, Market Research.
To ensure client service standards are met & delivered at all categories of the Client
To handle after sales service issues related to product and resolving them to strengthen client faith
To prepare and present Retirement plans for client
To convert retirement planning leads provided by the company and as per company process
To make and manage fresh PSU / Corporate Tie ups for consistent lead... More Detail