Executive Customer Engagement

2-4 years
a month ago 1 Applied
Job Description

Career Opportunities

Job Code: IJP/Executive- CET

Position

Executive

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Executive-CET

Band

5

Location

Mumbai

Last date of submission

Key Responsibilities:

  • Processing of New Business Queries
  • Discrepancy Management - FOP's
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll Coll clearance
  • Petty Cash Management
  • Vendor Management
  • Statutory and Facility Management
  • Agency Contract - Existing agents

Adherence to all regulatory requirements

  • Processing of customer request - POS
  • Sales to Service & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue

Measure of Success:

  • Applied to Paid ratio 88%
  • Reduction in discrepancy rate 3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines

Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month 89%
  • Surrender/Retention 70%,ECS Retention 30%

Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance
  1. ELIGIBILITY
  • Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
  • Candidates who have a performance rating of G3M3 & have completed 18 months in the current role

FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric

Career Opportunities

Job Code: IJP/Executive- CET

Position

Executive

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Executive-CET

Band

5

Location

Mumbai

Last date of submission

Key Responsibilities:

  • Processing of New Business Queries
  • Discrepancy Management - FOP's
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll Coll clearance
  • Petty Cash Management
  • Vendor Management
  • Statutory and Facility Management
  • Agency Contract - Existing agents

Adherence to all regulatory requirements

  • Processing of customer request - POS
  • Sales to Service & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue

Measure of Success:

  • Applied to Paid ratio 88%
  • Reduction in discrepancy rate 3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines

Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month 89%
  • Surrender/Retention 70%,ECS Retention 30%

Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance
  1. ELIGIBILITY
  • Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
  • Candidates who have a performance rating of G3M3 & have completed 18 months in the current role

FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric

JOB TYPE

Skills

Customer Centric

Max Group is an Indian conglomerate headquartered in New Delhi, India, operating in the fields of life insurance, healthcare, hospitality, real estate and independent senior living. It was founded in 1985 by Analjit Singh

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