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Job Location: Pan India

We are offering below roles and the JD for the same is attached for your perusal.

VERTICAL	EDUCATION CRITERIA	ROLE	CTC OFFERED
IB	Graduate	Relationship Manager-Sales Trainee	3.0 Lakhs
	Postgraduate	Senior Relationship Manager-MT (PG)	3.5 Lakhs
Agency	Graduate	Senior Sales Manager SISO	3.0 Lakhs
	Postgraduate	Executive Sales Manager SISO	3.5 Lakhs
BALIC Direct	Graduate	Senior Financial Service Manager – Sales Trainee	3.0 Lakhs
	Postgraduate	Relationship Manager-Sales Trainee	3.5 Lakhs

 

Roles and Responsibilities

• Client relationship management

  Develop and maintain strong relationships with clients, acting as their main point of contact. 

• New business development

  Identify potential clients and business opportunities, and collaborate with the sales team to generate leads. 

• Financial advisory

  Provide financial advice and guidance to clients based on their financial goals. 

• Portfolio management

  Oversee and manage client portfolios, and monitor market changes to recommend adjustments. 

• Compliance and risk management

  Ensure compliance with regulatory requirements and company policies, and assess and manage risks associated with client relationships. 

• Business targets

  Plan and achieve business targets in areas such as productivity, new premium, and persistency. 

• Customer-centric culture

  Promote a customer-centric culture among both staff and field force.