• Creating Leads & portfolio managing and suggesting to the customer • Customer acquisition , Calling , Meeting to customers for creating the portfolio • Building Team & getting Business from the team . • Creating more Retailers to bring the business , • Should be ready to work in Marketing & Finance • Should be ready marking New ideas to bring Investors & retailers . • Should be ready to work for Forex , commodities & Indices . •Should be ready to take all kind marketing challenges
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