Client Relationship Manager

1 month ago


Patna, Bihar, India Bajaj Capital Full time

As a Client Relationship Manager at Bajaj Capital, you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to understand their financial planning needs and provide tailored solutions to meet those needs.

Key responsibilities include:

  • Meeting with clients to discuss their financial goals and objectives
  • Presenting financial product options and making recommendations based on client needs
  • Collecting and submitting policy documents and cheques to the venue incharge
  • Developing and maintaining a strong client base through excellent customer service and support
  • Cross-selling and upselling financial products to existing clients

Note: Only female candidates are eligible for this position.



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