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.