Client Relationship Officer

Updated: March 03, 2024 09:26 AM GMT

Full-time Job in Etawah, Uttar Pradesh

Bajaj Capital Ltd

Etawah, Uttar Pradesh, India

Designation - Client Relationship Officer

Qualification - Graduate and above

Age - 18-26

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 relation to any queries related with products offered to them
• To attend various training programs for development of product knowledge
• Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients

Qualifications

Graduation More Detail