Client Relationship Executive

Bajaj Capital


₹12,000 - ₹16,000 monthly


12000 - ₹16000

Earning Potential


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



Bajaj Capital,

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

Job role

Work location

West Bengal 713303, India


Banking / Insurance / Financial Services

Role / Category

Insurance Sales

Employment type

Full Time


Day Shift

Job requirements


Any experience


12th Pass


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

English level

Basic English



Interview details

Interview mode


About company


Bajaj Capital


West Bengal 713303, India

Job posted by Bajaj Capital

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