Client Relationship Officer

Updated: March 02, 2024 04:50 PM GMT

Full-time Job in Farrukhabad, Uttar Pradesh

Bajaj Capital Ltd

Farrukhabad, Uttar Pradesh, India

Job Summary: This job is responsible for giving presentation to walk-in venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell and up sell to existing clients.

KRA: -.
• To give proper financial presentation to all walk in clients on daily basis
• To check and collect documents from the clients and also ensure timely issuance of insurance policy
• To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis
• To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I.
• To take 5 references from each walk in client and work towards calling them in the venue
• To make direct calls and generate business through referencing and corporate clients
• Provide proper service to clients with... More Detail