Job Description of RM / Sr. RM / KRM: (FRONT LINE SALES PROFILE)
1. Educate the Customer about the product. 2. Cold calling to arrange meetings with potential customers to prospect for new business. 3. Close the leads assigned by the call centre team. 4. Activation of Maximizer and Daily follow up and lead updation in Maximizer. 5. Customer Servicing.
6. Collection of Renewals. 7. Attending team meeting and sharing best practice with colleagues.
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