Sr Client Relationship Officer / Financial Advisor

Bajaj Capital

Thillai Nagar, Tiruchirappalli

₹15,000 - ₹20,000 monthly

Fixed

15000 - ₹20000

Earning Potential

20,000

Work from Office

Full Time

Any experience

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

HR responded to 100% candidates in last 1 days

79 applicants

Job Description

Designation:- Sr Client Relationship Officer / Financial Advisors.


Prefer- Male/Female ( MBA / BE Freshers/ Exp ) Preferably.

CTC :- fixed 20k + Attractive Incentive


Location :- Trichy ( Thillai Nagar East, Tennur )


Interview Address : 


Bajaj capital insurance Broking Ltd, D- 28 , 2nd Floor. , 7th Cross Road, Besides RBL Bank - Thillai Nagar East, Tennur , Trichy , Tamil Nadu .



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

RBL Bank Ltd - Trichy - Thillai Nagar Branch, 7th Cross Road East, Thillai Nagar East, West Thillai Nagar, Thillai Nagar, Tiruchirappalli, Tamil Nadu, India

Department

Sales & BD

Role / Category

Inside Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Past role/category experience

Inside Sales, Finance Consulting

Skills

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

English level

Good (Intermediate / Advanced) English

Regional language

Fluent in speaking Tamil

Degree/ Specialisation

Any MBA(executive), Any BE/B.Tech, Any MBA (Atleast one)

Age limit

18 - 40 years

Gender

Any gender

About company

Name

Bajaj Capital

Address

RBL Bank Ltd - Trichy - Thillai Nagar Branch, 7th Cross Road East, Thillai Nagar East, West Thillai Nagar, Thillai Nagar, Tiruchirappalli, Tamil Nadu, India

Job posted by Bajaj Capital

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