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Assistant relationship officer

2 weeks ago

Patna, Bihar, India ORHAN DIGITAL FINANCIAL SERVICES ( ODFS) Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Company Description

Orhan Digital Financial Services (ODFS) simplifies insurance for everyone by offering a variety of individual and group insurance solutions, including protection, savings and pensions, retirement plans, health insurance, and term insurance. We partner with 45+ insurance companies to provide tailored plans for women and children. ODFS is a one-stop platform for comparing multiple insurance plans online, with experienced advisors who help clients choose the right insurance according to their needs, from life insurance to general insurance.

Role Description

This is a full-time role for an Assistant Relationship Officer located on-site in Patna. The Assistant Relationship Officer will manage day-to-day tasks such as building and maintaining customer relationships, assisting clients with insurance queries, providing advice on insurance products, and supporting the sales team. Additional responsibilities include ensuring client satisfaction, facilitating communication between clients and the company, and managing related administrative tasks.

Qualifications

  • Skills in Business Relationship Management and Finance
  • Excellent Communication skills and Customer Service experience
  • Proficiency in Sales techniques and client engagement
  • Outstanding interpersonal and problem-solving abilities
  • Ability to work onsite at the Patna location
  • Bachelor's degree in Business, Finance, or related field
  • Experience in the insurance industry is a plus