sr. client relationship officer
bajaj capital
bilaspur
09.2025 - 12.2025
- Assisted clients with financial product inquiries and service requests.
- Processed client account applications and documentation efficiently.
- Communicated product features and benefits to enhance client understanding.
- Participated in regular meetings with upper management regarding progress updates on current initiatives.
- Developed and maintained relationships with key clients.
- Responded promptly to customer inquiries or complaints in a polite manner.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Analyzed client needs to recommend suitable insurance products.