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Bajaj Capital Ltd Logo

Client relationship executive

Actively Reviewing the Applications

Bajaj Capital Ltd

India, Bihar, Masaurhi Full-Time On-site
Posted 7 hours ago • Apply by June 15, 2026

Job Description

Job Description

Designation Client Relationship Executive / Officer ( No Field Job)

Qualification Graduation/ MBA

  • To meet incoming venue clients and analyze their financial planning needs.
  • To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
  • To collect policy related documents and cheque from clients and submitt same to venue incharge.
  • To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
  • To cross sell and upsell financial products to existing customer.

Qualifications

Graduation Any

Additional Information

Fresher

Required Skills

Sales Financial Products Financial Planning Relationship Presentation Client Relationship Product Presentation Qualification Settlement Policy Sell MBA
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