Relationship Manager

3 days ago


Pune, Maharashtra, India Bajaj Allianz Life Full time ₹ 1,20,000 - ₹ 1,80,000 per year
  1. HNI Customer Management
    • Develop and maintain strong relationships with HNI clients.
    • Provide personalized financial advice and solutions to meet the unique needs of HNI customers.
    • Ensure high levels of customer satisfaction and retention.

  2. Cross-Selling
    • Identify opportunities to cross-sell life insurance products and other financial services.
    • Engage with existing customers to understand their evolving needs and recommend suitable products.
    • Achieve cross-sell targets and contribute to the overall sales objectives

  3. Corporate Worksite Activity
    • Facilitate corporate worksite activities to generate footfall and new customer leads.
    • Conduct presentations and workshops to educate corporate employees about insurance products and benefits.
    • Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products.

  4. Sales and Business Development
    • Develop and implement strategies to achieve sales targets and business growth.
    • Monitor market trends and competitor activities to identify new opportunities.
    • Prepare and present sales reports and forecasts to management.

  5. Customer Service:
    • Address customer inquiries and resolve issues promptly and professionally.
    • Ensure compliance with all regulatory and company policies in customer interactions.
    • Maintain accurate and up-to-date customer records and documentation.



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