Client Relationship Officer

Year    Gonda, UP, IN, India

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 submit 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.

Job Type: Full-time

Pay: ?12,000.00 - ?16,000.00 per month

Experience:

• total work: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 7275240584
Expected Start Date: 01/07/2024

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Job Detail

  • Job Id
    JD3392054
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gonda, UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year