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Sales & Client Relationship Executive

Posted by Bajaj Capital

3 LPA - 5 LPA
About Company
About CompanyrnBeing 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.rnOver the last 60years, 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.rn rn
Job Description

Job Description

Designation – Client Relationship Executive / Officer ( No Field Job)

Qualification –  Graduation/ MBA                                                                      

  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 submitt same to venue incharge.
  4. To devlop 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. 

Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job                                     

Qualification –  Graduation / MBA                                                               

  1. To generate leads by making outbound calls
  2. To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.
  3. To generate MIS as to number of leads generated, appointment and conversions.
  4. To inform prospective clients about our company and the presentation program.
  5. Good communication skill

Marketing Executive / Officer (Filed Job )                                            

Qualification –  Graduation ,MBA

(for Boys :Bike *)                                             

  1. To conduct various below the line activities for lead generation( like petrol pump activity, School drawing compedition & door to door activity etc
  2. To meet clients  and convince them to fill company coupons as per company pitch 
  3. Enter generated lead in to the online data base of company
  4. Share lead generated MIS with survey supervisor on daily basis.




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Job Information

How much is the Offered Salary for this role?

Bajaj Capital will offer salary in the range 3 LPA - 5 LPA. The exact salary will be decided based on your skills, experience and interview performance.

Role requires experience in

Domestic - India

Number of positions / openings


What is the Min. Experience required for this job?

Bajaj Capital expects the desired candidate to have minimum experience of 0 years

What is the Max. Experience required for this job?

Bajaj Capital expects the desired candidate to have maximum experience of Less than 1 Year



What is the Qualification required for this job?

Bajaj Capital expects the desired candidate to be a Graduate



Work Shift

Day shift

Are there any unique Key Skills required for this job?

Bajaj Capital expects the desired candidate to have the following skills: B2B - Small & Medium Enterprise Sales

Work Location Type




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