Sr Client Relationship officer

About the role

Designation – Client Relationship Executive / Officer ( No Field Job) product and convince client on same. Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job e passed on to the venue manager and follow up regularly until the conversion. drawing compedition & door to door activity etc

What you'll do

• Meet incoming venue clients and analyze their financial planning needs
• Present financial product presentation to clients based on their requirement and suggest best
• Collect policy related documents and cheque from clients and submitt same to venue incharge
• Generate leads by making outbound calls
• Manage leads properly i.e. all hot leads generated for insurance center and direct calls shall b

What you need

• Open to freshers
• Client relationship
• Voice process
• Sales
• MIS reporting
• Upselling
• Cross-selling
• MBA