Client Relationship Officer

2 weeks ago


Pratapgarh City, 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 ₹10,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus

Ability to commute/relocate:

- Pratapgarh City, 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**
+91 8176063503
Application Deadline: 10/09/2023


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