Senior Manager
Published date: 2026/11/08
- Location: Bhopal, Madhya Pradesh, India
Candidates form direct Sales (B2B will be more preferable with GI experience)
Business Unit: IPC
Candidate should have experience in General Insurance - Mandatory
Brief:
This role is responsible for generating the direct business of Life & Non-Life Insurance in assigned IPC with the help RMS.
He/ She will be also responsible for Training of products, after sales support & Business logins. He / She can also promote other financial products offered by Bajaj Capital.
Span of Control: 5-10 Locations
Qualification: Graduation – Any Graduate - Any Specialization, B. Com - Commerce would be preferable
Technical skills/ knowledge required:
Good in communication, Direct Sales Experience in Insurance, Product Knowledge of LI, GI + Mutual Fund, Bonds, must have own Conveyance and updated Android Phone
Key Responsibilities:
1. Ensuring assigned leads and generate referrals from every visit that’s made by RMS
2. Conducting Morning huddle with team and responsible for day plan from RMS
3. Conducting Interview for RM Position and ensure full team and bench strength
4. Giving advice to our clients for LI & GI requirements and other financial products
5. Ensure that a comprehensive financial need analysis of customers is done and
6. provide solutions based on analysis
7. Keeping up-to date on the latest Financial Investment news, Market Research.
8. To ensure client service standards are met & delivered at all categories of the Client
9. To handle after sales service issues related to product and resolving them to strengthen client faith
10. Ensure cross selling & up selling of financial product with Existing customers Through RMS
11. Ensure relationship building with team members for increasing Direct sales
12. To meet sales target of life products+ non-Life + Mutual funds +Bonds and other Investment Products
13. Day End review and LMS validation & Daily Monthly and weekly goal settings
Business Unit: IPC
Candidate should have experience in General Insurance - Mandatory
Brief:
This role is responsible for generating the direct business of Life & Non-Life Insurance in assigned IPC with the help RMS.
He/ She will be also responsible for Training of products, after sales support & Business logins. He / She can also promote other financial products offered by Bajaj Capital.
Span of Control: 5-10 Locations
Qualification: Graduation – Any Graduate - Any Specialization, B. Com - Commerce would be preferable
Technical skills/ knowledge required:
Good in communication, Direct Sales Experience in Insurance, Product Knowledge of LI, GI + Mutual Fund, Bonds, must have own Conveyance and updated Android Phone
Key Responsibilities:
1. Ensuring assigned leads and generate referrals from every visit that’s made by RMS
2. Conducting Morning huddle with team and responsible for day plan from RMS
3. Conducting Interview for RM Position and ensure full team and bench strength
4. Giving advice to our clients for LI & GI requirements and other financial products
5. Ensure that a comprehensive financial need analysis of customers is done and
6. provide solutions based on analysis
7. Keeping up-to date on the latest Financial Investment news, Market Research.
8. To ensure client service standards are met & delivered at all categories of the Client
9. To handle after sales service issues related to product and resolving them to strengthen client faith
10. Ensure cross selling & up selling of financial product with Existing customers Through RMS
11. Ensure relationship building with team members for increasing Direct sales
12. To meet sales target of life products+ non-Life + Mutual funds +Bonds and other Investment Products
13. Day End review and LMS validation & Daily Monthly and weekly goal settings
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