Client Relationship Officer
Bajaj Capital Ins.Broking Ltd.
Bajaj Capital, 150 Feet Ring Road, opp. Maruti Suzuki Perfect Showroom, near Ramapir Chowkdi, Gautamnagar, Gandhigram, Rajkot, Gujarat, India
Posted On
Nov 20, 2022
Company Description
About company : Bajaj Capital Ltd is the flagship company of the Bajaj Capital group .Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it is our deep personal relationships with clients that truly set us apar and With over 120 offices in 70 cities across India, we strive to maintain a consistency in relationship and experience.
Job Description
- 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 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.
Qualifications
10+2 to Graduate