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Bajaj Capital Ltd

Client Relationship Officer

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

Designation - Client Relationship Executive / Officer ( No Field Job)

Qualification - 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 submit 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.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 10/06/2024

Job ID: 81324693

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