Generating business & revenue through channel partners/ DST to meet annual targets of the branch.(Average target for ASM ranges between 5-8 crs per month via product mix of Home Loan/Loan Against Property )
Cross sell of Property/Life Insurance and Fixed Deposits
Activization of Direct Selling Agents / Connectors and retention & development of Direct Selling Team members
Retention of existing customers while sourcing new customers for the branch
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases