Client Relationship officer
Bajaj Capital Financial Services Ltd
BAJAJ CAPITAL INSURANCE BROKING LTDCSN-38A,E ward Krystal Plaza,3rd floor,Office No-T-1, Tarabai Park, Kolhapur
Posted On
Dec 13, 2022
Job Description
1. To meet incoming venue clients and analyze their financial planning needs.
2. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
3. To collect policy related documents and cheque from clients and submitt same to venue incharge.
4. To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
5. To cross sell and upsell financial products to existing customer.
Qualifications
Graduate