Client relationship management is all about making presentations, choosing appropriate products and closing the deal

Bajaj Capital is India’s premier Investment Services Company, with nearly 50 years of experience in helping people protect and grow wealth. An ideal client relationship officer is expected to stay on top of the logistics needed to keep a client satisfied with a company's services. Do you fit the role?

About the Company

Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

Detailed Job Description

1. Meet incoming venue clients and analyze their financial planning needs.
2. Present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
3. Collect policy related documents and cheque from clients and submit same to venue incharge.
4. Develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
5. Cross sell and upsell financial products to existing customer. 

#Master Degree
#Bachelor Degree

#IT skills
#Team player

Benefit & Perks

Salary CTC : Depend the interview
Benefit : ESI, EPFO, Gratuity, Uniform + Incentive