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Job Location | Ahmedabad |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | Sales / BD |
EmploymentType | Full-time |
Collecting the documents from Relationship Manager & scrutinizing the same & punching it in system Handling over the form to client & doing follow- up for the issurance of the policy Coordinating with internal Relationship Manager (RMs) in case of any discrepancies & sorting it out within least TAT Keeping a track of all the Insurance business punched & proper follow- up from time to time Attend clients thru Walk Ins / Telephone & Promote Insurance Broking Business, wealth Financial and Management Products etc Activate inactive clients thru all financial products & maximize wealth creation of his portfolio thru restructuring Capable to solve after sales query for Life/ Non- Life Ins Product, ,
Keyskills :
mis sales dataentry microsoftexcel backofficeoperations datamanagement customerservice ustomerrelations bpononvoice backoffice mails ting dataprocessing insurancebroking officeoperations financia