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
