Client Relationship Officer for Bareilly, Shahjahanpur & Moradabad location

Client Relationship Officer for Bareilly, Shahjahanpur & Moradabad location

26 Jan
Bajaj Capital Financial Services Ltd.
Bareilly district

26 Jan

Bajaj Capital Financial Services Ltd.

Bareilly district

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.

Responsibilities and Duties

- 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

Qualifications and Skills

*Minimum required qualification: * Graduation/MBAs preferred

*Technical skills/knowledge required: * Basic knowledge of insurance and selling skills

*Desired Skills: * Effective communication skill, pleasing personality

*Age: * between 18-25years


Fix salary between 12,500 to 14,000(CTC) + attractive incentives + Contests(white goods, foreign trips, domestic trips etc.)

Addresses for walkin interview-

For Bareilly location, Bajaj Capital, 179/5, Ground Floor, Opposite- Pancham Hotel, Civil Lines, Bareilly, U.P.

For Shahjahanpur location, Bajaj Capital, 1st Floor, Above Blackberry Showroom, near Apna Medical, Tareen Bahadurganj, Shahjahanpur, U.P.

For Moradabad location, Bajaj Capital, 1st Floor, Near Jhajhanpur Police Chowki, Opposite Hero Cross Wheel Agency, Kanth Road, Moradabad, U.P.

Contact HR- 9988008591

Job Type: Full-time

Salary: ₹12,500.00 to ₹14,000.00 /month


- Health insurance

- Provident fund (PF)

Benefits provided:

- Incentive on reaching sales target

Training provided:

- Yes - Training provided


- Insurance