Client relationship executive

Designation Client Relationship Executive / Officer ( No Field Job)

Qualification Graduation/ MBA

• To meet incoming venue clients and analyze their financial planning needs.
• To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
• To collect policy related documents and cheque from clients and submitt same to venue incharge.
• To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
• To cross sell and upsell financial products to existing customer.

Qualifications

Graduation Any

Additional Information

Fresher