CLIENT RELATIONSHIP OFFICER-Roorki IPC

Job Description

• Female/Male Candidate Required-Presentable with good and extrovert communication skills
• To meet walk-in venue clients and analyze their financial planning needs.

• To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
• To collect policy related documents and cheque from clients and submit same to venue in charge.
• To develop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
• To cross sell and upsell financial products to existing customer.