Relationship manager
Bajaj allianze life insurance company
02.2022 - 02.2023
- Maintained accurate records of all client interactions within the company's CRM system.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Analyzed market trends and identified potential new customers through research activities.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.