Relationship Manager

Relationship Manager

1 Nos.
37765
Full Time
1.0 Year(s) To 2.0 Year(s)
2.00 LPA TO 3.00 LPA
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
Job Description:

Roles & Responsibility

? Check daily data of Sales of all product and software uploads.
? Renewal Payment remainder to clients and follow-up.
? Claim registration to settlement follow-up with the company.
? Be in touch with companies we are working with for quotation
   and product updates or any other updates.
? Regular visits to the client’s place.
? Follow-up with the client for a given quote.
? Daily reporting of work before day end.

 

Skills Required 

? Basic knowledge of Mutual Fund and Insurance (General & Life)
? Basic knowledge of MS Office
? Basic knowledge of Computer
? Good communication skills (Gujarati, Hindi & English)
? Email drafting
? Good writing skills in English 

? Advance MS Office

Company Profile

Financial Consultancy Firm that deals with 
# Life and General Insurance
# Equity
# Mutual Funds
# Bonds
# IPO
# Project Finance
# Solution to your financial problems

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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