Client Relationship Officer
Bajaj Capital
Client Relationship Officer
Bajaj Capital
Bhimavaram
₹12,000 - ₹15,000 monthly
Fixed
₹12000 - ₹15000
Earning Potential
₹15,000
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
HR responded to 92% candidates in last 15 days
108 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
Job role
Work location
Bhimavaram, Andhra Pradesh, India
Department
Sales & BD
Role / Category
Inside Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
10th or Below 10th
Past role/category experience
Sales Management, Marketing, Inside Sales
Skills
Customer service, Good Communication Skills, Sales, Product knowledge, Customer relationship management
English level
No English Required
Gender
Any gender
About company
Name
Bajaj Capital
Address
Bhimavaram, Andhra Pradesh, India
Job posted by Bajaj Capital
Show all