Entry level roles designated Financial Services Consultant / Associate Financial Services Manager Meet customers through pre- fixed leads and appointments and provide them need- based life insurance solutions Directly acquire new customers and upsell to existing customers Adhere to sales processes and expected documentation, use sales technology as required Collect renewal premiums from existing customers Ensure quality business through the right sales practices, minimise business risk Desired Candidate Profile Please refer to the Job description above
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