Job Description

Job Description

Designation Client Relationship Executive / Officer ( No Field Job)

Qualification Graduation/ MBA

  • 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

GRADUATION Any

Additional Information

FRESHER
Skills Required
Financial Planning

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