Client Relationship officer

Job Description

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 clients