Customer Relationship Officer

Right Advisors Private Limited

2 - 7 years

0 Lacs

chennai coimbatore palakkad

Posted:1 month ago| Platform: Shine logo

Apply

Skills Required

lockers deposits field sales mutual funds sales mutual funds insurance sales

Work Mode

On-site

Job Type

Full Time

Job Description

Job Role - CUSTOMER RELATIONS

Salary - 5 LPA Job Time - 10 AM to 6 Pm Working Mode- work from Office Working Days - Monday to Saturday ( 2 Alternate Saturday offs )Job Description

Position : Customer Relations
Industry : Banking and Financial Services

Products/ Services : Lockers, Deposits, Mutual Funds

Represent SFSL, its values and vision to all prospective customers and present our services
Acquire new customers for client, and take accountability in handling their investment portfolios including Lockers and Deposits
Meeting Productivity targets as assigned by the Organization on month on month basis.
Cross-Sell and Up-Sell to existing clients
Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
Maintain customer relations & ensure post sale needs of customers are met.
Ensure strict adherence to policies and procedures.
Organize marketing activities or events to raise brand awareness.

Requirements:

Presentable and multi-tasking skills
Outstanding communication and interpersonal abilities
A team player with a customer-centric approach
Basic Selling Skills
Knowledge of basic marketing techniques and principles
Local language proficiency and mobility.

Experience:

Education:

More Jobs at Right Advisors Private Limited

Contract and Claim Executive

Mumbai, Maharashtra, India

Experience: Not specified

Salary: Not disclosed

Design Engineer (I&C, Mechanical, Electrical, Civil)

Vadodara, Gujarat, India

9 - 9 yrs

Salary: Not disclosed

Design Engineer

Vadodara, Gujarat, India

8 - 8 yrs

Salary: Not disclosed

Power Plant Design Engineer for Vadodara, INDIA

Vadodara, Gujarat, India

Experience: Not specified

Salary: Not disclosed

EA to MD (IPO,Strategic)

Delhi, India

6 - 6 yrs

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.