Sr. Client Relationship Officer
Job Description
To give proper financial presentation to all walk in clients on daily basis
-To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I.
-To check and collect documents from the clients and also ensure timely issuance of insurance policy
-To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis
-To make direct calls and generate business through referencing and corporate clients
-Provide proper service to clients with relation to any queries related with products offered to them
-To attend various training programs for development of product knowledge
- Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients
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Job Detail
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Job IdJD2923483
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Rs.10000 - 16000 per month
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Employment StatusPermanent
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Job LocationFarrukhabad, Uttar Pradesh, India
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EducationNot mentioned
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ExperienceYear