Client Relationship Officer

Lmv Investment
Bhavnagar
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience

Job Description

Client Relationship Officer

Company Description

Bajaj Capital Ltd is the flagship company of the Bajaj Capital group .Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it is our deep personal relationships with clients that truly set us apar and With over 120 offices in 70 cities across India, we strive to maintain a consistency in relationship and experience. 

Job Description

  1. To meet incoming venue clients and analyze their financial planning needs. 
  2. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
  3. To collect policy related documents and cheque from clients and submit same to venue in charge.
  4. To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
  5. To cross sell and upsell financial products to existing customer. 

Qualifications

10 + 2 to Graduate

Job role

Work location
Work locationFederal Bank, Waghawadi Road, opposite Daxina Murti School, Hill Drive, Bhavnagar, Gujarat, India Bhavnagar
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking Operations
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience

About company

Name
NameLmv Investment
Job posted by Lmv Investment

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Bhavnagar to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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