Client Relationship Officer

Bajaj Capital

Roorkee

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

Job Description

CLIENT RELATIONSHIP OFFICER-Roorki IPC

Job Description

  • Female/Male Candidate Required-Presentable with good and extrovert communication skills
  • To meet walk-in venue clients and analyze their financial planning needs.
  • To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
  • To collect policy related documents and cheque from clients and submit same to venue in charge.
  • To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
  • To cross sell and upsell financial products to existing customer.

Job role

Work location

Roorkee, Uttarakhand, India

Department

Banking / Insurance / Financial Services

Role / Category

Banking Operations

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Bajaj Capital

Job posted by Bajaj Capital

Apply on company website