Recruiter at TekPillar Services Pvt Ltd
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Associate Relationship Manager - Insurance (3-4 yrs)
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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
