Client Relationship Officer

You are looking for B.com, BBA, MBA Freshers who are interested in working with reputed insurance and banking companies in Pune. As a candidate, your key responsibilities will include contacting clients via phone, email, or digital platforms to understand their insurance needs and recommend suitable life insurance products. You will be responsible for managing policy renewals, upselling add-on covers, and offering higher sum assured options to enhance client portfolios. It will be your duty to meet or exceed sales and renewal targets by promoting life insurance products and driving growth in the client base. Ensuring adherence to regulatory guidelines and internal procedures is crucial. You will need to maintain accurate client records in CRM, provide regular reports on client activity and market trends, and deliver exceptional client service by addressing queries, resolving issues, and supporting clients throughout the policy lifecycle. Collaborating with internal teams to ensure smooth policy onboarding and processing is also part of the job. To be considered for this role, you must be a minimum graduate in any discipline. IRDAI certification is preferred or must be obtained after joining. Freshers with strong communication skills are encouraged to apply. Additionally, having good computer skills, including proficiency in MS Office and CRM platforms, is required. This is a full-time, permanent position suitable for Freshers. The benefits include paid sick time and a yearly bonus. The work schedule is in the day shift, and proficiency in the English language is required. The work location is in person at Pune. (Note: Job Types, Benefits, Schedule, Language, and Work Location details are provided for your reference),