Client Relationship Officer(sales)

Job Description

Client Relationship Officer(sales)

Type : Full Time

Location : Lucknow

Experience Required : 0 Year(s)

Industry : Banking/Financial Services/Broking

Preferred Skills : Business Development Business Planning Business Strategy Client Management CRM Lead Generation Sales Sales Executive Activities Technical Sales

Job Description :

- To give proper financial presentation to all walk in clients on daily basis

-To take 5 references from each walk in client and work towards calling them in the venue

-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 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 

Compensation & Benefits : Fix salary + attractive incentives + Contests(white goods, foreign trips, domestic trips etc.)

Minimum required qualification: Graduation/MBAs preferred

Technical skills/knowledge required: Basic knowledge of insurance and selling skills

Desired Skills: Effective communication skill, pleasing personality

Age: between 18-25years