Customer Relationship Specialist

1 day ago


Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

Job Title: Customer Relationship Specialist

About the Role

We are seeking a highly skilled and experienced Customer Relationship Specialist to join our team. As a key member of our Bancassurance division, you will be responsible for building and maintaining strong relationships with our customers.

Key Responsibilities:
  1. Customer Relationship Management: Develop and maintain effective customer relationships by understanding their insurance needs and providing personalized solutions.
  2. Insurance Product Knowledge: Stay up-to-date on our insurance products and services, including life insurance, health insurance, general insurance, and other relevant solutions.
  3. Sales and Cross-Selling: Identify cross-selling opportunities and actively promote and sell insurance products to our customers.
  4. Needs Analysis and Solution Design: Conduct needs analysis for customers to determine their insurance requirements and design suitable solutions.
  5. Documentation and Application Processing: Assist customers with the completion of insurance application forms and related documentation.
  6. Customer Service and Support: Provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements.
Requirements:
  • Strong communication and interpersonal skills.
  • Excellent knowledge of insurance products and services.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Proven experience in customer relationship management.
What We Offer:
  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
  • The opportunity to work with a leading financial institution.


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