Job Duties and Responsibilities:- â¢BM would be overall administrative in charge of the branch. â¢ All cross selling products such as Mutual Funds / IPOs / Debt achieve targets thereof â¢ BM shall a Role Model for implementation of all Organizational Policies and practices. â¢ To drive various schemes/Contest or projects for specific period by BM/ABM at the branch level. â¢ABM/BM having sales approach & advisory role for all segments/products. Training to team & clients. Location: - Vadodara and Navsari, Gujarat Experience: - 10-11 year Leena | Sr HR Recruiter | Rojgari Placements Pvt. Ltd. M: +91 7623888872 | E: [HIDDEN TEXT]
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