Customer Relationship Executive

Bajaj Capital

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 . and .

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

• Experience

  0 - 1 Years

• No. of Openings

  2

• Education

  Professional Degree, Any Bachelor Degree, Post Graduate Diploma

• Role

  Customer Relationship Executive

• Industry Type

  Call Centre / BPO / KPO / ITES / LPO

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office