Client Relationship Officer

Job Description

Job Title: Client Relationship Officer Location: Pune Job Brief: As a Client Relationship Officer , you will manage and strengthen client relationships, provide expert financial guidance, and drive client satisfaction and retention. Key Responsibilities Contact clients via phone, email, or digital platforms to understand their insurance needs and recommend suitable life insurance products. Manage policy renewals, upsell add-on covers, and offer higher sum assured options to enhance client portfolios. Meet or exceed sales and renewal targets by promoting life insurance products and driving growth in the client base. Ensure adherence to regulatory guidelines and internal procedures. Maintain accurate client records in CRM and provide regular reports on client activity and market trends. Provide exceptional client service, addressing queries, resolving issues, and supporting clients throughout the policy lifecycle. Work with internal teams to ensure smooth policy onboarding and processing. Requirements Minimum Graduate in any discipline. IRDAI certification is preferred or must be obtained after joining. Freshers with strong communication skills can also apply. Good computer skills (MS Office, CRM platforms). Job Types: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Paid sick time Schedule: Day shift Supplemental Pay: Yearly bonus Language: English (Required) Work Location: In person