Relationship Manager - Direct Sales | Wealth & Insurance Products

Bajaj Capital is hiring Relationship Managers for direct sales of financial and investment products.

If you have experience in field sales, meeting customers, acquiring new clients and selling financial products, this opportunity is for you.

We are looking for candidates with direct B2C sales experience in financial products. Fresh MBA graduates with relevant NISM certification can also apply.

What Will You Do?

• Meet customers and understand their financial needs.
• Find new customers through field visits, calls and referrals.
• Sell financial products and help customers choose suitable solutions.
• Build relationships with existing customers and generate repeat business.
• Achieve monthly sales targets and grow business.
• Follow up with customers and explore opportunities to sell additional products.

Which Products Will You Sell?

• Mutual Funds, & SIPs
• Life, Health & General Insurance
• Other Investment & Wealth Products

Who Can Apply?

1. Experienced Candidates

• Graduates with experience in direct sales or field sales.
• Candidates who have personally sold financial products to individual customers.
• Experience in mutual funds, SIPs, insurance or other investment products is preferred.
• Candidates from banking or broking can also apply if they have relevant direct B2C sales experience.

2. Freshers

• MBA graduates with relevant NISM certification preferred
• Good knowledge of mutual funds, SIPs, insurance and investment products.
• Good communication skills and an interest in sales.

What Do We Expect?

• Good communication and customer-handling skills.
• Interest in sales and achieving targets.
• Willingness to meet customers and travel for field sales.
• Ability to build relationships and generate business.

Important: This role is focused on direct sales and customer acquisition. Candidates working only in back-office operations, trading/dealing or customer service without relevant sales experience may not be suitable.

Interested? Apply Now!

Share your updated CV directly with:

Himanshu Bhardwaj
Call / WhatsApp: [phone removed]
Email: [email removed]