CUSTOMER RELATIONSHIP OFFICER

1 week ago

Contai India Peerless Financial Products Distribution Ltd. Full time

Job Description ROLES & RESPONSIBILITIES OF CRO Role Name/Designation CUSTOMER RELATIONSHIP OFFICER Function/Department Customer Service Grade EXECUTIVE Reporting To Functionally Administratively Head Customer Advisory & Customer Service Branch Head 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 1 Log-in of proposal / application forms for all business verticals on daily basis in SFDC 2 Log-in and issuance of GI Policies in ITGI CRM 3 Daily monitoring of existing processes and ensuring completion within defined TAT 4 Generation of CTF, ATF, RTF and DTF on daily basis 5 Maintaining business quality - reduce error rate for maximizing revenue 6 Business solicitaion / lead generation 7 Verification of Proposal Forms and other documents 8 Any other act, deed or things as may be delegated or advised from time to time B. Cash Management 1 Premium acceptance and issuance of money receipt as per current HO Guidelines 2 Currency verification at the time of premium acceptance 3 Verification of third party cheque / authenticity of instrument 4 Accounting of Business Collection at branch office 5 Banking of Business Collection within defined TAT for all business verticals C. Regulatory & Compliance 1 To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct 2 Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT 3 Complete Televerification within defined TAT D. Customer Servicing 1 Acceptance and processing of Customer Service Requests with defined TAT 2 Attending and resolving Customer enquiry / grievances through laid down process / guidelines 3 Tracking & monitoring of renewal dues, both for all business verticals 4 Extend support in managing Customer Day Activities 5 Extend support on post sales services E. Administrative Responsibility 1 Timely SOD & EOD in SFDC on daily basis. 2 Carry out different organizational activities at branch level 3 Provide administrative support to branches in coordination with HO 4 Possess and handle keys of branch Safe and Branch office premises 5 Responsible for opening and closing of branch office on daily basis

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