Customer Relationship Executive

Job Description

Candidate is required to have minimum 1 year experience in sales of insurance/credit card/ loan.

Job Role:

1) Selling credit cards, insurance policies and loans to prospective clients.

2) Building a strong relationship with the new and existing clients.

3) Expanding clients base by communicating with the clients.

4) Anticipate, respond to, and follow up on all existing client needs.

5) Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.

Requirements:

1) Bachelor’s degree in any specialization or High school diploma.

2) Working experience as an Insurance Sales Representative or a similar position in the Sales department.

3) Good communication skills.

4) Good sales and negotiation skills.

5) Good customer service skills.
  • Experience

    1 - 5 Years

  • No. of Openings

    1

  • Education

    Diploma, Higher Secondary, Any Bachelor Degree

  • Role

    Customer Relationship Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Female

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Inviseed Capital

Inviseed Capital is a fintech firm that provides online financial planning and investment services to its clients. We deal in various financial products like Mutual Funds, Insurance, Loans, Stocks, Corporate Fixed Deposits, Bonds and NCDs. We first analyze the client's financial position and do risk profiling in order to provide a customized financial plan offering an array of products that best suits them.
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