Job Description:

Position: Relationship officer/client relationship officer

Organization Name: MP INVESTMENT AND FINANCIAL SERVICES

Industry: Banking and Financial Services

Responsibilities:

Products/ Services: Banking Loans, Life Insurance, Health and General insurance, Mutual Funds and Deposits.

• Represent MPIFS, its values and vision to all prospective customers and present our services

• Acquire new customers for MPIFS, and take accountability in handling their investment Portfolios.

• Meeting Productivity targets as assigned by the Organization on month on month basis.

• Cross-Sell and Up-Sell to existing clients

• Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.





• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.

• Maintain customer relations & ensure post sale needs of customers are met.

• Ensure strict adherence to policies and procedures.

• Organize marketing activities or events to raise brand awareness.

Requirements:

• Presentable and multi-tasking skills

• Outstanding communication and interpersonal abilities

• A team player with a customer-centric approach

• Basic Selling Skills

• Knowledge of basic marketing techniques and principles

• Local language proficiency and mobility.

Compensation: Positive salary and attractive incentives

Education:

• +2, UG: Any Graduate

📌 Customer Relations Officer (Chennai)
🏢 MP Investment and financial services
📍 Chennai