
Client Relationship Executive
4 weeks ago
Job Description
Designation Client Relationship Officer/ Intern ( No Field Job)
Department - Sales
Qualification – Graduation/ MBA (only Male)
- 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 submit same to venue incharge.
- To develop and maintain good relationship with Clients and provide best services after sales i.e. cl
aim settlement etc.
- To cross sell and up-sell financial products to existing customers
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