Client Relationship Officer
Lmv Investment
Work from Office
Full Time
Any experienceJob Description
Client Relationship Officer
Job Description
Designation - Client Relationship Officer
Qualification - Graduate and above
Age - 18-26
KRA
- To give proper financial presentation to all walk in clients on daily basis
- To check and collect documents from the clients and also ensure timely issuance of insurance policy
- To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis
- To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I.
- To take 5 references from each walk in client and work towards calling them in the venue
- 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 clients
Qualifications
Graduation
Job role
Job requirements
About company
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The candidate should have completed the required education and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kanpur to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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