Client relationship executive

Bajaj Capital Ltd

Location: Masaurhi, Bihar, India
Job type: Full-time

Required skills

financial planning

About the role

Bajaj Capital Ltd

Website: bajajcapital.com
Job details:
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 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.

Qualifications

Graduation Any

Additional Information

Fresher Click on Apply to know more.

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