CLIENT SERVICE EXECUTIVE
Date: 3rd July - 8th July
from 9.30 AM onwards
Venue:
Bajaj capital insurance broking Ltd
2nd floor bansal Plaza Kisan nagar
chowk kolaghar road Dehradu
Job Description:
Job Title :- Client relationship
officer (sales)70% office work and 30 % field work
Location Dehradun (Uttarakhand)
Interview location :- Bajaj capital
insurance broking Ltd 2nd floor bansal Plaza Kisan nagar chowk kolaghar road
Dehradun .
Interview Time :-11:30 AM to 3 pm
Salary :-12,500 ctc to 14000 ctc
+Incentives
Job Summary-
This job is responsible for giving
presentation to walk-in venue clients regarding their financial planning needs.
Analyzing financial needs of the customer and suggesting them best available
product. Maintaining good relationship with clients and providing timely
services. Collecting timely renewals and promoting cross sell and up sell to
existing clients.
KRA:-
To give proper financial presentation
to all walk in clients on daily basis
To take 5 references from each walk
in client and work towards calling them in the venue
To check and collect documents from
the clients and also ensure timely issuance of insurance policy
To collect premium amount from the
clients and timely deposit the same to Operation Executive/ Venue Manger on
daily basis
To provide clients comprehensive
financial planning advice with emphasis on L.I. and G.I.
To make direct calls and generate
business through referencing and corporate clients
Provide proper service to clients
with relation to any queries related with products offered to them
To attend various training programs
for development of product knowledge
Ensure timely Renewal of all policies
of all clients assigned and also do cross selling / up-selling to existing
clients
Regards
Nikhil singh
HR- Group
Bajaj capital Ltd
8395888050
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