CUSTOMER RELATIONSHIP OFFICER
Peerless Financial Products Distribution Ltd.
Role Name/Designation
CUSTOMER RELATIONSHIP OFFICER
Function/Department
Customer Service
Grade
EXECUTIVE
Reporting To
Functionally
Administratively
Head Customer Advisory & Customer Service
Branch Head
Purpose of the Role
Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard checks and controls.
Key Functional Responsibilities of the Role
A. Branch Operations
1
Log-in of proposals / applications for all business verticals on daily basis in system.
2
Log-in and issuance of HI & GI Policies in Principal Portal and PFPDL system.
3
Daily monitoring of existing processes and ensuring completion within defined TAT.
4
Generation of CTF, RTF and DTF on daily basis.
5
Maintaining business quality - reduce error rate for maximising revenue.
6
Business solicitation / lead generation
7
Verification of Proposal Forms and other documents.
8
Any other act, deed or things as may be delegated or advised from time to time.
B. Cash Management
1
Premium acceptance and issuance of money receipt as per current HO Guidelines.
2
Currency verification at the time of premium acceptance.
3
Verification of third party cheque / authenticity of instrument.
4
Accounting of Business Collection at branch office.
5
Banking of Business Collection within defined TAT for all business verticals,
C. Regulatory & Compliance
1
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct.
2
Submission of Proposal & Application Form to Principal/Partner & RTA within defined TAT.
3
Complete Welcome Call within defined TAT.
D. Customer Servicing
1
Acceptance and processing of Customer Service Requests with defined TAT.
2
Attending and resolving Customer enquiry / grievances through laid down process / guidelines.
3
Tracking & monitoring of renewal dues, both for all business verticals.
4
Extend support in managing Customer Day Activities.
5
Extend support on post sales services.
E. Administrative Responsibility
1
Timely SOD & EOD in system on daily basis.
2
Carry out different organizational activities at branch level.
3
Provide administrative support to branches in coordination with HO.
4
Possess and handle keys of branch Safe and Branch office premises.
5
Responsible for opening and closing of branch office on daily basis.
Requirements
QUALIFICATION - GRADUATION
KNOWLEDGE ABOUT POLICY RENEWALS, BRANCH SUPPORT, CUSTOMER HANDLING AND CUSTOMER SUPPORT.
LOCAL (BALURGHAT) CNADIDATES PREFERED.
CTC- 0-3 LPA
HAVING RELEVANT KNOWLEDGE IN INSURANCE DOMAIN WOULD BE AN ADDED ENHANCEMENT FOR THE POST.
Requirements
Requirements
QUALIFICATION - GRADUATION
KNOWLEDGE ABOUT POLICY RENEWALS, BRANCH SUPPORT, CUSTOMER HANDLING AND CUSTOMER SUPPORT.
LOCAL (BALURGHAT) CNADIDATES PREFERED.
CTC- 0-3 LPA
HAVING RELEVANT KNOWLEDGE IN INSURANCE DOMAIN WOULD BE AN ADDED ENHANCEMENT FOR THE POST.
Benefits
- CTC- 0-3 LPA.
- STATUTORY BONUS.
- MOBILE REIMBURSEMENT AS PER ELIGIBILITY.
- HEALTH INSURANCE COVERAGE FOR SELF POLICY UPTO A CEILING OF RS. 3.5 LPA (FOR SELF AND FAMILY (FAMILY COMPRISES OF SPOUSE, UPTO 2 CHILD)).
- HEALTH INSURANCE COVERAGE FOR PARENT POLICY UPTO A CEILING OF RS. 2.5 LPA (FOR PARENTS OR IN LAWS, BUT NO COMBINATIONS ARE ALLOWED).
- TERM INSURANCE COVERAGE UPTO - 20 LACS.
- LEAVE ENCASHMENT OR GRATUITY ON APPLICABILITY AS PER STATUTORY NORMS AND COMPANY POLICY.