Customer Relations Officer

5 days ago


Anna Nagar Chennai Tamil Nadu, India PARESHA HR SERVICES PVT LTD Full time

**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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