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Job Description
Role & responsibilities
We are looking for a proactive and customer-focused Sales Executive to manage branch sales activities, interact with customers, explain financial products, and support payment collection. The role also involves occasional visits to customers' homes for payment follow-ups and collection.
Key Responsibilities
- Handle walk-in customers at the branch and understand their financial requirements.
- Promote and sell financial products, insurance plans, and other company offerings.
- Explain product features, benefits, and payment terms to customers.
- Generate new business through customer referrals, follow-up calls, and existing customer relationships.
- Follow up with customers for pending payments and overdue installments.
- Occasionally visit customers' homes or locations for payment collection and follow-ups.
- Maintain good customer relationships and provide after-sales support.
- Achieve assigned sales and collection targets.
- Maintain daily sales reports, payment records, and customer details.
- Coordinate with the branch team to ensure smooth sales and collection operations.
Skills
Customer ServiceSalesSales Executive ActivitiesInsuranceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
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.
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