Human Resource at Novac Technology Solutions Pvt Ltd
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Virtual Relationship Officer - Sales - Insurance (2-4 yrs)
Job Description:
Primary Responsibilities:
- Building effective relationships with clients to retain and developing sustainable relationships
- Identify customer financial and other banking needs then make referrals to others where appropriate
- Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
- Establishing and agreeing client contact strategies in line with Group operating models
- Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
- Maintaining an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients
- Supporting branch improvement initiatives, providing customer feedback of our service and product offering and ensuring compliance with audit requirements and quality assurance
- Driving market leading standards for conduct and controls in line with bank values and expectations Understanding and adhering to local and global compliance
Requirement :
- Excellent English Communication with Hindi
- Working experience servicing high net worth clients at a financial institution
- Good knowledge of wealth management products, both investment and insurance
- Advanced understanding of branch services & operations
- Customer oriented and able to capture customer financial needs.
