Job Description

Designation – Client Relationship Executive / Officer ( No Field Job)

Qualification – Graduation/ MBA

1. To meet incoming venue clients and analyze their financial planning needs.
2. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.

3. To collect policy related documents and cheque from clients and submitt same to venue incharge.
4. To devlop and maintain positive relationship with Clients and provide best services after sales i.e. claim settlement etc.
5. To cross sell and upsell financial products to existing customer.

Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job

Qualification – Graduation / MBA

1. To generate leads by making outbound calls
2. To 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 conversion.
3. To generate MIS as to number of leads generated, appointment and conversions.
4. To inform prospective clients about our company and the presentation program.
5. Good communication skill

Marketing Executive / Officer (Filed Job )

Qualification – Graduation ,MBA

(for Boys :Bike *)

1. To conduct various below the line activities for lead generation( like petrol pump activity, School drawing compedition & door to door activity etc
2. To meet clients and convince them to fill company coupons as per company pitch
3. Enter generated lead in to the online data base of company
4. Share lead generated MIS with survey supervisor on daily basis.

Graduation Any

Fresher

📌 Sr Client relationship officer (Bihar)
🏢 Bajaj Capital Ins.Broking
📍 Bihar