Bajaj Capital

Raibareli Road, Lucknow

Job Openings for 1 Client Relationship Officer Job for Freshers in RaeBareli, Uttar Pradesh,sales skills,good communication, having Educational qualification of : Other Bachelor Degree with Good knowledge in sales skills,good communication etc.Age - 18-26Salary - upto 16000 / monthly

To Give Proper Financial Presentation To All Walk In Clients On Daily Basis 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 Take 5 References From Each Walk In Client And Work Towards Calling Them In The Venue 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 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 take 5 references from each walk in client and work towards calling them in the venue 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

Education - GraduationExperience - FresherAge - 18 To 25Gender - Male/FemaleThis Job Is Responsible For Generating Footfall Of Clients At Local Venue By Calling Clients. Leads Can Be Generated Through Calling On Data Provided By Survey Team Or Self Generated Leads By Cold Calling. Informing Clients About Presentation Details And Following Up With Clients To Reach Our Office On Time And Before Fixed Time. Generating Referrals From Clients Maintaining MIS.To Generate Leads By Making Outbound Cold Calling- To Inform Prospective Clients About Our Company And The Presentation Program And Invite Them At Local IPC- To Manage Leads Properly I.E. All Hot Leads Generated For The Insurance Planning Center- To Make Minimum 60 Number Of Calls In A Day- To Adhere To The Official Script As Prescribed By Company