Client relationship executive
Location
Samastipur | India
Job description
Job Description
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
Job tags
Salary
