Client Relationship Executive

4 weeks ago


Azamgarh, India Bajaj Capital Full time

Job Description

Designation Client Relationship Officer/ Intern ( No Field Job)

Department - Sales

Qualification – Graduation/ MBA (only Male)

  • 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 develop and maintain good relationship with Clients and provide best services after sales i.e. cl

aim settlement etc.

  • To cross sell and up-sell financial products to existing customers


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