Build and maintain long-term relationships with existing and new clients.
Act as the
primary point of contact
for client queries, service requests, and investment needs.
Cross-sell and upsell
relevant financial products based on client needs and risk profile.
Ensure
timely renewals
of insurance and investment products to improve retention.
Proactively ask for
referrals
from existing clients and help expand the client base.
Handle complete
onboarding of new clients
including KYC, documentation, and product explanation.
Collaborate with internal teams to ensure smooth service delivery and client satisfaction.
Keep clients informed about their portfolio, market updates, and relevant opportunities.
Maintain accurate records of interactions and ensure timely follow-ups.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹40,000.00 per month
Work Location: In person
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