Client Relationship Officer

2 weeks ago


Gondā City, Uttar Pradesh, India Bajaj Capital Insurance Broking Ltd Full time

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

Qualification - Graduation/ MBA
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 sugg_
- est best product and convince client on same._
3. _To collect policy related documents and cheque from clients and submit same to venue i_
- ncharge._
4. _To devlop and maintain good relationship with Clients and provide best services after sal_
- es i.e. claim settlement etc._
5. _To cross sell and upsell financial products to existing customer._

Salary:
From ₹12,000.00 per month

Benefits:

  • Provident Fund

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus
  • Quarterly bonus

Ability to commute/relocate:

  • Gonda,

Uttar Pradesh:
Reliably commute or planning to relocate before starting work (required)

Experience:

- total work: 1 year (preferred)

  • Customer service: 1 year (preferred)

Language:

  • English (required)

Speak with the employer
Application Deadline: 10/09/2023
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