Client Relationship officer

Early Applicant

Exp: 0-2 Years

Job Description

Company Description

Qualification 12 th Pass

To meet incoming venue clients and analyze their financial planning needs.
To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
To collect policy related documents and cheque from clients and submitt same to venue incharge.
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 Description

Qualification 12 th Pass

To meet incoming venue clients and analyze their financial planning needs.
To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
To collect policy related documents and cheque from clients and submitt same to venue incharge.
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.

Qualifications

12th pass