Client Relationship Officer

Year    Haridwar, Uttarakhand, India

Job Description

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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. To cross sell and upsell financial products to existing customer. Job Types: Full-time, Permanent Pay: \xe2\x82\xb912,000.00 - \xe2\x82\xb916,000.00 per month Schedule:
  • Day shift
Experience:
  • total work: 1 year (Preferred)
  • Customer service: 1 year (Preferred)
Language:
  • English (Preferred)
Work Location: In person Expected Start Date: 17/06/2024

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Job Detail

  • Job Id
    JD3334445
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Haridwar, Uttarakhand, India
  • Education
    Not mentioned
  • Experience
    Year