Sr Client Relationship officer

Job DescriptionDesignation - Client Relationship Executive / Officer ( No Field Job)Qualification - Graduation/ MBA1

To meet incoming venue clients and analyze their financial planning needs


To present financial product presentation to clients based on their requirement and suggest bestproduct and convince client on same



To collect policy related documents and cheque from clients and submitt same to venue incharge



To devlop and maintain good relationship with Clients and provide best services after sales i



claim settlement etc



To cross sell and upsell financial products to existing customer

Client Care Executive / Officer ( Out Bound) No field Job, No Sales JobQualification - Graduation / MBA1

To generate leads by making outbound calls2

To manage leads properly i



all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion



To generate MIS as to number of leads generated, appointment and conversions



To inform prospective clients about our company and the presentation program


Good communication skillMarketing Executive / Officer (Filed Job )Qualification - Graduation ,MBA(for Boys :Bike *)5

To conduct various below the line activities for lead generation( like petrol pump activity, Schooldrawing compedition & door to door activity etc6

To meet clients and convince them to fill company coupons as per company pitch7

Enter generated lead in to the online data base of company8

Share lead generated MIS with survey supervisor on daily basis