Client care executive

Updated: March 02, 2024 04:53 PM GMT

Full-time Job in Sitamarhi, Bihar

Bajaj Capital

Sitamarhi, Bihar, India

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 suggest best product and convince client on same.

3. To collect policy related documents and cheque from clients and submitt same to venue incharge.

4. To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.

5. To cross sell and upsell financial products to existing customer.

Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job

Qualification – Graduation / MBA

1. To generate leads by making outbound calls

2. To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.

3. To generate MIS as to number of leads... More Detail