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25/05 Anand Singh
Recruiter at TekPillar Services Private Limited

Views:6 Applications:2 Rec. Actions:Recruiter Actions:0

Associate Relationship Manager - Insurance (3-4 yrs)

Coimbatore/Madurai/Chennai Job Code: 274585

Roles and responsibilities :

- Utilise customer relationship management software to update client contact information and essential account notes.

- Plan meetings and create any necessary agendas and papers.

- Review and prepare the client meeting notes, then arrange any necessary follow-up - activities.

- As appropriate, collaborate with Relationship Management and other team members to inform clients.

- Regularly check the veracity of all customer documentation and transactions.

- In your interactions with others for business, act professionally.

- Answer sporadic client inquiries and see that processes are completed.

- Observe all corporate policies and legal requirements.

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