Senior Relationship Manager - Savings and Investments

Job Description

Company Description Bajaj Allianz Life Insurance is committed to enabling Life Goals through a robust portfolio of life insurance products. From traditional Term Life Insurance plans to modern ULIPs, we cater to the diverse needs of customers who aspire to achieve their Life Goals. Join us at Bajaj Allianz Life to make #LifeGoalsDone a reality! Role Description This is a full-time on-site role for a Senior Relationship Manager - Savings and Investments located in Pune. The Senior Relationship Manager will be responsible for managing and developing relationships with clients, providing financial advice, and promoting savings and investment products. They will also be involved in analyzing clients' financial situations and recommending suitable solutions to help them achieve their financial goals. Qualifications Financial Advisory and Consultation skills Knowledge of Savings and Investment products Relationship Management and Client Communication skills Ability to analyze financial data and provide tailored solutions Experience in the insurance or wealth services industry is mus Bachelor's degree in Finance, Business, or related field Show more Show less