Bajaj Capital Ltd Hiring for Sr Client relationship Officer at Patna, Bihar, India

Bajaj Capital Ltd


Job Description

Designation – Client Relationship Executive / Officer ( No Field Job)

Qualification– Graduation/ MBA 1. 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. Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job Qualification– Graduation / MBA
  • To generate leads by making outbound calls
  • 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.
  • To generate MIS as to number of leads generated, appointment and conversions.
  • To inform prospective clients about our company and the presentation program.
  • Good communication skill

Marketing Executive / Officer (Filed Job ) Qualification– Graduation ,MBA

(for Boys :Bike *) 5. To conduct various below the line activities for lead generation( like petrol pump activity, School drawing compedition & door to door activity etc

  • To meet clients and convince them to fill company coupons as per company pitch 7. Enter generated lead in to the online data base of company
  • Share lead generated MIS with survey supervisor on daily basis.
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