Branch Operations Executive

2 days ago

Agra, India Kotak Life Insurance Full time

Hello,

Greetings from Kotak Life Insurance..

Kotak Life Insurance is looking for candidates for the role of Assistant Manager for Branch Operations and below is the Job Description attached.

Interested candidates can share their resume on WhatsApp

Job location: Delhi / Delhi NCR

Only Localities

Age limit : 30

Freshers can consider who have done Graduation and Post graduation .

Job Description :

  1. New Business proposal form processing.

  2. Primary underwriting.

  3. Customer Service.

  4. Renewal Calling

  5. Stale Cheque Closure.

  6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.

  7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.

  8. Driving conversion of new business by means of follow-up with sales team on requirements.

  9. Driving End to End TAT.

  10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.

  11. Riders sourcing from walk-in customers and renewal calling.

  12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs ( like surrender ( part or full), maturity, survival benefit etc. )

  13. Other back office work.

  14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches.

  15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person.

  16. S2S Service to Sales and cross sell.

Desired Candidate Profile

Graduate+1year of experience or MBA Fresher

Perks and Benefits

A great learning opportunity

A pathway for growth in career with Kotak Life

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