Customer Relationship Manager in Pune

13 years

0 Lacs

Pune Maharashtra India

Posted:2 months ago| Platform: Linkedin logo

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Skills Required

documentation data planning portfolio

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Address client queries related to policies, funds, and returns.
  • Keep track of client portfolios.
  • Build strong long-term relationships with clients.
  • Assist the sales team with documentation and client interaction.
  • Maintain updated client records in Log calls, follow-ups, meetings, and updates
  • Ensure data accuracy.
About Company: ADVICREST FINANCIALS is a leading financial planning & investment company in Maharashtra. We have spent more than 13 years in the field of financial planning, investment, and insurance, serving over 5000+ clients individuals, and corporates, and managed portfolio of 130 Cr.

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