Sr Client relationship officer

Bajaj Capital·Gopalganj, Bihar

Pay not statedFresherFull-time

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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
Generate leads by making outbound calls
Generate MIS as to number of leads generated, appointment and conversions