Client Relationship Officer

This job is responsible for giving presentation to walkin venue clients regarding their financial planning needs. Analysing financial needs of the customer and suggesting them best available product. Maintaing good relationship with clients and providing timely services. Collecting timely renewals and promoting cross sell and up sell to exisiting clients.

To provide personalized Claim Settlement Services to the clients To provide clients comprehensive financial planning advice with emphasis on L.I. And G.I. To make direct calls and generate business through referencing and corporate clients Provide proper service to clients with relation to any queries related with products offered to them To attend various training programs for development of product knowledge Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing client

Qualifications

12 th above

Skills Required

Upselling, Financial Planning, Cross Selling, Product Knowledge