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Premier Relationship Manager

Premier Relationship Manager

Bajaj Allianz Life

4 - 6 years

4 - 5 Lacs

Pune

Posted:1 month ago| Platform:

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Skills Required

VRM HNI Sales Mutual Funds Sales HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

PRINCIPAL ACCOUNTABILITIES: - 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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Bajaj Allianz Life

www.bajajallianz.com

Insurance

Pune

Approx. 14,000 Employees

167 Jobs

Key People

Tarun Chugh

MD and CEO
Anish D. Jain

Deputy Managing Director
Sandeep Kaul

Chief Financial Officer

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Premier Relationship Manager

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Premier Relationship Manager

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