- Point of Contact: Serve as the main touchpoint for client inquiries, onboarding, regular check-ins, and ongoing support. ⭐Relationship Building &
- Retention: Maintain trust, understand client goals, repair fractured or disengaged relationships, and minimize churn. ⭐Needs Assessment &
- Solutions: Conduct deep-dive discussions to identify client requirements and match them with appropriate company offerings or packages. ⭐Issue Resolution: Handle customer complaints, coordinate across internal departments, and deliver swift, skilled solutions. ⭐Data Management &
- Reporting: Log interactions, manage client profiles in CRM software, track satisfaction levels, and prepare regular activity or forecast reports
📌 Relationship Executive (Kolkata)
🏢 Kotak Mahindra Life Insurance Co
📍 Kolkata
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