Client relationship Officer

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.

● Requirements – Fresher/Experienced Candidates with good Communication & Presentation
skills

• Selection Process:-
  ● HR Round
  ● Business Manager Round
  ● PMaps(Psychometric Test)