Bajaj Capital

Lucknow, Uttar Pradesh

-To give proper financial presentation to all walk in clients on daily basis-To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I.-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 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 conduct various below the line activities for lead generation( like petrol pump activity, School drawing competition & door to door activity etc.- To meet clients and convince them to fill company coupons as per company pitch- Enter generated lead in to the online data base of company- Share lead generated MIS with survey supervisor on daily basis.