Client Relationship Officer

2 days ago

Pune Maharashtra, India Scopehai.com Full time

**Job Title**:Client Relationship Officer

**Location**:Pune

**Job Brief**:As a **Client Relationship Officer**, you will manage and strengthen client relationships, provide expert financial guidance, and drive client satisfaction and retention.

**Key Responsibilities**
- Manage policy renewals, upsell add-on covers, and offer higher sum assured options to enhance client portfolios.
- Meet or exceed sales and renewal targets by promoting life insurance products and driving growth in the client base.
- Ensure adherence to regulatory guidelines and internal procedures.
- Maintain accurate client records in CRM and provide regular reports on client activity and market trends.
- Provide exceptional client service, addressing queries, resolving issues, and supporting clients throughout the policy lifecycle.
- Work with internal teams to ensure smooth policy onboarding and processing.

**Requirements**:

- Minimum Graduate in any discipline. IRDAI certification is preferred or must be obtained after joining.
- Freshers with strong communication skills can also apply.
- Good computer skills (MS Office, CRM platforms).

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Language**:

- English (required)

Work Location: In person

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