Client relationship officer
Bajaj Capital Ins.Broking Ltd.
Magneto mall, Unnamed Road, Talapara, Bilaspur, Chhattisgarh, India
Posted On
Dec 13, 2022
Company Description
Designation – Client Relationship Executive / Officer (No Field Job)
Qualification – 10 + 2 to Graduation, MBA
- To meet incoming 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 submitt same to venue incharge.
- To devlop 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 Description
Client Care Executive / Officer (Out Bound) No field Job, No Sales Job
Qualification – 10 + 2 to Graduation
Designation – Client Relationship Executive / Officer (No Field Job)
Qualification – 10 + 2 to Graduation, MBA
- To meet incoming 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 submitt same to venue incharge.
- To devlop 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.
- To generate leads by making outbound calls
- To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.
- To generate MIS as to number of leads generated, appointment and conversions.
- To inform prospective clients about our company and the presentation program.
- Good communication skill
Qualifications
Minimum Intermediate