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Relationship Manager

Relationship Manager

Bajaj Capital

5 - 7 years

4 - 5 Lacs

Coimbatore

Posted:1 day ago| Platform:

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Skills Required

insurance team management team handling business development banking operations financial services sales branch management marketing relationship management portfolio management general insurance wealth management mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

To give proper financial presentation to all walk-in clients on daily basis
To take 5 references from each walk-in client and work towards calling them in the venue
To check and collect documents from the clients and ensure timely issuance of insurance policy.
To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

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