Sr Client Relationship Officer / Financial Advisor
Bajaj Capital
Sr Client Relationship Officer / Financial Advisor
Bajaj Capital
Thillai Nagar, Tiruchirappalli
₹15,000 - ₹20,000 monthly
Fixed
₹15000 - ₹20000
Earning Potential
₹20,000
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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