CUSTOMER RELATIONSHIP OFFICER
CUSTOMER RELATIONSHIP OFFICER
Posted on :
12-09-2024
Employer Active
1 Vacancy
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Job Description
ROLES & RESPONSIBILITIES OF CRO
Provide administrative support to branches in coordination with HO
Possess and handle keys of branch Safe and Branch office premises
Responsible for opening and closing of branch office on daily basis
Tracking & monitoring of renewal dues both for all business verticals
Extend support in managing Customer Day Activities
Extend support on post sales services
E. Administrative Responsibility
Timely SOD & EOD in SFDC on daily basis.
Carry out different organizational activities at branch level
D. Customer Servicing
Acceptance and processing of Customer Service Requests with defined TAT
Attending and resolving Customer enquiry / grievances through laid down process / guidelines
C. Regulatory & Compliance
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct
Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT
Complete Televerification within defined TAT
B. Cash Management
Premium acceptance and issuance of money receipt as per current HO Guidelines
Currency verification at the time of premium acceptance
Verification of third party cheque / authenticity of instrument
Accounting of Business Collection at branch office
Banking of Business Collection within defined TAT for all business verticals
Daily monitoring of existing processes and ensuring completion within defined TAT
Generation of CTF ATF RTF and DTF on daily basis
Maintaining business quality reduce error rate for maximizing revenue
Business solicitaion / lead generation
Verification of Proposal Forms and other documents
Any other act deed or things as may be delegated or advised from time to time
Purpose of the Role
Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard
checks and controls.
Key Functional Responsibilities of the Role
A. Branch Operations
Login of proposal / application forms for all business verticals on daily basis in SFDC
Login and issuance of GI Policies in ITGI CRM
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
Employment Type
Full Time
Company Industry
Key Skills
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