Sr Client relationship officer
GopalganjFull-timeFresherPosted open since dec 2022
Entry-level customer support role at Bajaj Capital in Gopalganj. Open to freshers with an MBA.
About the role
Designation – Client Relationship Executive / Officer ( No Field Job) 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.
What you'll do
- Meet incoming venue clients and analyze their financial planning needs
- Present financial product presentation to clients based on their requirement and suggest best product and convince client on same
- Collect policy related documents and cheque from clients and submitt same to venue incharge
- Generate leads by making outbound calls
- Generate MIS as to number of leads generated, appointment and conversions
What you need
- Client relationship
- Voice process
- Sales
- MIS reporting
- Upselling
- Cross-selling