- 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 20 h ago on their own site
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About the role
Designation – Client Relationship Executive / Officer ( No Field Job) Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job
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
- 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…
What you need
- Open to freshers
- Client relationship
- Voice process
- Sales
- MIS reporting
- Upselling
- Cross-selling
- MBA
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