- Can I apply
- Open to any education · Junior level
- Pay
- Pay not stated
- Source
- From the company's careers page · today
- How to apply
- On Tata Capital's site: account needed, ~10–15 min
Early: posted 13 h ago on their own site
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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
What you need
- Open to freshers
- Client relationship
- Sales
- Upselling
- Cross-selling
- MBA
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