Employee

4 weeks ago


Mumbai India Kotak Life Insurance Full time

Job description.

  • Keeping a track of the target (conversion) received from sales and ensure the same is getting achieved on monthly, quarterly and yearly basis.
  • Subsequent to conversion sharing the conversion reports to the client by doing quality check on the received data within the defined TAT.
  • Efficiently managing client/customer queries and escalation (PAN India) and responding them within TAT for better servicing experience. Keeping major focus on the HNI client for business growth.
  • Collecting HNI clients feedback on issues or on improvement on servicing areas and highlighting the same to process heads.
  • Planning of daily targets and ensuring same will be get achieved from the team members.
  • Keeping a track of the system performance and recommending feedback on monthly basis to technical team.
  • Observing flaw areas in the process and system make them improvise for better functioning.
  • Handing internal & external audits scheduled by the management and making sure there will be no flaws reported.



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