Job Description Designation Client Relationship Officer/ Intern ( No Field Job) Department - Sales Qualification – Graduation/ MBA (only Male) To meet incoming 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 incharge. To develop and maintain good relationship with Clients and provide best services after sales i.e. cl aim settlement etc. To cross sell and up-sell financial products to existing customers
Job Title
Client Relationship Executive