Customer relationship officer Job in Church Road Ranchi

Job Description

• Required Advisory, Customer Service ,Good communication ,MIS preparation / MS Excel, Others

• Explain and cross selling of the products to the customers - product offers / benefits Ø Promoting all the financial products of the company products Ø Taking regular customer follow-up Ø Taking feedback - mails/phones ( communication channel) Ø Branding of the financial products • Ø Maintaining the register for the same. Ø Preparing MIS of all calls. Ø Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. Ø Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. Ø Procuring the potential clients through networking, database, market analysis and references. Ø Generating cross-sell revenue and doing 360 degree financial planning by wealth management., Meeting with the client when ever required.

Job Requirement

Experience

6 Months to 1 Year

Internship

No

Skills

Advisory, Customer Service, Good communication, MIS preparation / MS Excel, Client Meeting if Required

Comfortable with

Specialized Course(s)

Fire Arm License

Fire Arm

Height

0 Feet 0 Inch

Driving License

No

Two - wheeler & its license

Yes

Smart Phone

Have Passport

Education

Post Graduate( M.B.A. / PGBM )

Speaking

English

Writing

English

Gender

Female

Shift

Full Time (Day)