ClearTax - Relationship Manager (0-5 yrs)
- We, at ClearTax, are setting up a new team to launch new financial products like insurance, loan etc.. We will be designing these products and distributing them via our existing customer base of tax experts to their SME clients
- Obtains client information by answering telephone calls; interviewing clients; verifying information.
- Determines eligibility by comparing client information to requirements.
- Establishes policies by entering client information; confirming pricing.
- Informs clients by explaining procedures; answering questions; providing information.
- Maintains communication equipment by reporting problems.
- Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures
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