CLIENT RELATIONSHIP OFFICER-Kashipur

Early Applicant

Exp: 0-2 Years

1.8 - 1.85 LPA(estd)

Job Description

Female/Male Candidate Required-Presentable with good and extrovert communication skills
To meet walk-in 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 submit same to venue in charge.
To develop 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.

Industry:Other

Function:Finance

financial product presentation

upsell financial products

claim settlement

Date Posted: 15/11/2024

Job ID: 100449073

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