Customer Relationship Officer

6 days ago


Gurgaon, Haryana, India Bajaj Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index.To ensure progressive curve by up-selling the chosen MF product basis assigned target.To deliver excellent On boarding experience  to all the WP clients within specified TATPreparing the Business MIS & Feedback funnel on a regular basis.
  • To deliver training on Importance of MF to WP batches, before hand, ensure you are regularly updated / cross trained on such areas/avenues
  • To facilitate & ensure the satisfactory completion / activation of all the MF redemption cases, thus helping ensure retention level of clients at the highest level.

Preferred candidate profile

  • Persuasive communication, interpersonal & networking skills.Should possess influencing & negotiating skills with an analytical framework in place.MS Office data analytic, content development & presentation skills, as per Industry standardsGood Experience in Client Servicing, Up selling & Complaints Handling with proven track record In-depth knowledge of the Financial services industry and its current eventsSelf motivated, Positive attitude, Ambitious & Result oriented approach as essential attributes.


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