Client Relationship Executive

Bajaj Capital

Asansol

₹12,000 - ₹16,000 monthly

Fixed

12000 - ₹16000

Earning Potential

16,000

Work from Office

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

135 applicants

Job Description

This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analysing financial needs of the customer and suggesting them best available product. Maintaing good relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell and up sell to exisiting clients.


Key Responsibility Areas -

To give proper financial presentation to all walk in clients on daily basis

To take 5 references from each walk in client and work towards calling them in the venue

To check and collect documents from the clients and also ensure timely issuance of insurance policy

To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

To provide personalized Claim Settlement Services to the clients

To provide clients comprehensive financial planning advice with emphasis on L.I. And G.I.

To make direct calls and generate business through referencing and corporate clients

Provide proper service to clients with relation to any queries related with products offered to them

To attend various training programs for development of product knowledge

Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients



Direct Job Interview

Bajaj capital requires Indoor Sales Consultant

Salary stipend 12 k to 16 k+ incentive

Smart and presentable Female candidates required

10+2/Graduate

Nos-5


Bajaj Capital,

2nd Floor, GT Road Beside Durga Mandir, Ushagram, Asansol, West Bengal, Pin : 713303


Job role

Work location

West Bengal 713303, India

Department

Banking / Insurance / Financial Services

Role / Category

Insurance Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

12th Pass

Skills

Customer service, Good Communication Skills, Sales, Product knowledge, Customer relationship management

English level

Basic English

Gender

Female

Interview details

Interview mode

Online/Telephonic

About company

Name

Bajaj Capital

Address

West Bengal 713303, India

Job posted by Bajaj Capital

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