Recruiter at TekPillar Services Pvt Ltd
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Associate Relationship Manager - Sales - Insurance (2-6 yrs)
Roles and responsibilities:
- Use client relationship management software to update client contact details and associated account notes.
- Organize meetings, create agendas, and prepare other necessary materials.
- After client meetings, go over and arrange your notes and plan any necessary follow-up activities.
- When necessary, collaborate with Relationship Management and other team members to give clients updates.
- Regularly check the accuracy of all client transactions and documentation.
- Be professional when speaking with customers.
- Respond to sporadic customer queries and see procedures through to completion.
- Observe all company and industry norms and guidelines.
