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Opening for SRM-Bajaj Capital Ltd.

Keywords / Skills : Bancassurance, "Direct sales", "banking channel", "relationship manager", "Financial Service manager", sales, "Business development", "Agency Sales", "Agency Channel", "Life Insurance Sales", Broking, Securities, Insurance, BFSI, "DIRECT MARKETING"

1 - 4 years
Posted: 2018-10-25

Banking/ Financial Services
Sales/ Business Development
Banking, Insurance & Financial Services
Relationship manager
Agency Manager
Insurance Advisor - Life
Business Development Executive
Any graduate
4.50 - 5.00 lacs
Posted On
25th Oct 2018
Job Ref code
Job Description
Job Description :

Roles and Responsibilities:

Based on your experience and company's profile you will be responsible for some/all of the following:-
  • Procuring the potential clients through networking, database, market analysis and references.
  • Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
  • Managing and improving relationship values through clienteling.
  • Liaison with operations team to resolve queries and revenue generation.
  • Comply with organizational guidelines and norms.
  • Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
  • Achieving financial goals and maintaining organization brand value.

Job Specification:
  • Qualification: Graduation or MBA (Both Can Apply).
  • Experience: 0.6 month - 8 years.
  • Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc.

Job Location: Delhi-NCR
CTC: 5lpa + Heavy Incentives

Why should you be a part of us:
  • Best leaders form our umbrella brand.
  • The company has a huge badge in the industry for over 53 years
  • Best salaries offered with lucrative incentives & benefits.
  • Consistent ascend of opportunities and career growth.

Thanks & Regards,


About Company

HR Remedy India is a Pune based manpower recruitment and training firm with an aim to provide value aided service to employers with in-depth understanding of their requirements. We are working as a perfect bridge between employer and employee to fulfill their needs by placing a best suitable at place. We associate responsibilities to talent.
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