Client Relationship Executive / Officer

Job Details
Job ID :
Job Type:
Corporate Job
Functional Area :
Data Entry Operator/Office Executive/MIS Operator
Job Experience:
0 - 0.5 Years
Posted On:
Oct 27, 2017
Bareli,Lucknow, shahjahanpurara,Varanasi, Kanpur, Darbhanga, Kolkata
0.5 - 1 Lakhs

Job Description
  • To meet incoming venue clients and analyze their financial planning needs. 
  • To present financial product presentation to cl ients 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. 
Company Name: Bajaj Capital
Company Type: Corporate
Contact Person: Support
Phone: 8802003333
Company Website:
Company Address: 2nd Floor, Commercial House, Habibullah Compound, 11 M G Marg, Hazratganj, Lucknow - 226001, Near Puma Showroom
About Company: Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 53 years of experience in helping people protect and grow their wealth. We offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. We've helped to create more millionaires than any other firm in India. But it is our deep personal relationships with clients that truly set us apart.No other firm can match the depth of our experience and our dedication to personal service. The markets may fluctuate, but our dependability never does