About the Job
Key responsibilities:1. Address client queries related to policies, funds, and returns.
2. Keep track of client portfolios.
3. Build strong long-term relationships with clients.
4. Assist the sales team with documentation and client interaction.
5. Maintain updated client records in Log calls, follow-ups, meetings, and updates
6. Ensure data accuracy.
Number of Openings
2 openingsSkills
Problem Solving, Effective Communication, Data Analysis
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