CLIENT RELATIONSHIP OFFICER-Roorki IPC

Bajaj Capital Ltd


Date: 6 days ago
City: Roorkee, Uttarakhand
Contract type: Full time
  • Female/Male Candidate Required-Presentable with good and extrovert communication skills
  • To meet walk-in 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 submit same to venue in charge.
  • To develop 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.

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