Client Relationship Officer

Job Description

Designation - Client Relationship Officer

Qualification - Graduate and above

Age - 18-26

KRA

1. To give proper financial presentation to all walk in clients on daily basis
2. To check and collect documents from the clients and also ensure timely issuance of insurance policy
3. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis
4. To provide clients comprehensive financial planning advice with emphasis on L.I. and G.I.
5. To take 5 references from each walk in client and work towards calling them in the venue
6. To make direct calls and generate business through referencing and corporate clients
7. Provide proper service to clients with relation to any queries related with products offered to them
8. To attend various training programs for development of product knowledge
9. Ensure timely Renewal of all policies of all clients assigned and also do cross selling / upselling to existing clients  

Qualifications

Graduation