▷ (05/10/2025) Wealth Relationship Manager
4 weeks ago
Job Description
Company Description
Bajaj Capital Insurance Broking Limited (BCIBL) is a prominent insurance broker in India, licensed by the Insurance Regulatory and Development Authority (IRDA) since 2004. Serving over six lakh clients, BajajCapitalInsurance.com is owned and operated by BCIBL and is a leading portal for insurance comparison, transactions, and services. The portal offers a wide range of insurance products including life and general insurance, and allows users to obtain free insurance quotes, compare plans, and make purchases online. BajajCapitalInsurance.com assists users in comparing different insurance plans by providing quotes, lists of hospitals covered, and key benefits side by side.
Role Description
This is a full-time, on-site role for a Wealth Relationship Manager located in Chennai. The Wealth Relationship Manager will be responsible for managing client relationships, providing financial advice and solutions, and ensuring client satisfaction. Daily tasks include identifying client needs, recommending suitable insurance products, conducting financial reviews, and achieving sales targets. The role also involves maintaining up-to-date knowledge of market trends and product offerings, as well as adhering to regulatory and compliance requirements.
Qualifications
- Strong background in Financial Advice and Client Relationship Management
- Knowledge of Insurance Products and Services
- Excellent Communication and Interpersonal Skills
- Sales and Target Achievement Skills
- Bachelor's degree in Finance, Business Administration, or related field
- Ability to work independently and as part of a team
- Experience in the insurance or financial services industry is a plus
- Proficiency in relevant software and tools
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