Job Summary :-

This job is responsible for giving presentation to walking venue clients regarding their financial planning needs. Analysing financial needs of the customer and suggesting them best available product. Maintaining positive relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell andup sell to exisiting clients.

Key Responsibility Areas :-

To provide personalized Claim Settlement Services to the clients

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 / upselling to existing clients

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

HR Details :

Mohammad Sharique

Mob : (phone hidden) for candidates

[email protected]

📌 Business Relationship Officer (Lucknow)
🏢 Bajaj Capital
📍 Lucknow