
Customer Relations Officer
5 days ago
**Position**: Sales & Marketing Officer
**Industry**: Banking and Financial Services
**Products/ Services**: Lockers, Deposits, General and Life Insurance, Mutual Funds
- Represent the company, its values and vision to all prospective customers and present our services
- Acquire new customers for the company, and take accountability in handling their investment portfolios including Lockers and Deposits
- Meeting Productivity targets as assigned by the Organization on month-on-month basis.
- Cross-Sell and Up-Sell to existing clients
- Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
- Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
- Maintain customer relations & ensure post sale needs of customers are met.
- Ensure strict adherence to policies and procedures.
- Organize marketing activities or events to raise brand awareness.
**Experience**:
- 2 + years of Financial Products & Services sales experience
**Job Types**: Full-time, Permanent
Pay: ₹35,000.00 - ₹40,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental Pay:
- Performance bonus
**Experience**:
- total work: 2 years (required)
- Financial Products & Services: 2 years (preferred)
Work Location: In person
Application Deadline: 03/12/2024
Expected Start Date: 11/12/2024
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