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2020-07-13 15:44   Client Servicing   Haridwar   503 views
Job Details

Job Summary-

This job is responsible for giving presentation to walk-in venue clients regarding their financial planning needs. Analyzing financial needs of the customer and suggesting them best available product. Maintaining good relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell and up sell 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

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 / up-selling to existing clients

Company Description
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.