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Client relationship executive

Client relationship executive

Bajaj Capital Ltd

0 years

0 Lacs

Masaurhi Bihar India

Posted:1 month ago| Platform:

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Skills Required

analyze planning presentation

Work Mode

On-site

Job Type

Full Time

Job Description

Designation Client Relationship Executive / Officer ( No Field Job)

Qualification Graduation/ MBA

To meet incoming venue clients and analyze their financial planning needs.
To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
To collect policy related documents and cheque from clients and submitt same to venue incharge.
To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
To cross sell and upsell financial products to existing customer.

Qualifications

Graduation AnyAdditional InformationFresher

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