Customer Engagement Specialist

2 weeks ago


Delhi, Delhi, India Peerless Financial Products Distribution Ltd. Full time

The Customer Relationship Officer will play a pivotal role in fostering strong relationships with customers, ensuring their needs are met, and delivering exceptional service. Reporting to the Regional Business Manager, this executive will be responsible for managing customer interactions, processing premium acceptance, and verifying authenticity of instruments.

Key Responsibilities:
  • Branch Operations:
    Process proposal and application forms on a daily basis using SFDC.
    Monitor existing processes, ensuring completion within defined timelines.
    Generate various reports on a daily basis, including CTF, ATF, RTF, and DTF.
    Maintain business quality by reducing error rates and maximizing revenue.
  • Cash Management:
    Accept premiums and issue money receipts as per HO guidelines.
    Verify currency at the time of premium acceptance.
    Verify third-party cheques and authenticity of instruments.
    Account for business collections at the branch office and bank them within defined timelines.
  • Regulatory & Compliance:
    E nsure Regulatory and Internal compliance of defined processes and adhere to the Code of Conduct.
    Submit and dispatch Proposal and Application Forms to Principals/Partners and RTA within defined timelines.
    Complete televerification within defined timelines.
  • Customer Servicing:
    Accept and process Customer Service Requests within defined timelines.
    Attend and resolve customer enquiries and grievances through laid-down processes and guidelines.
    Track and monitor renewal dues for all business verticals.
  • Administrative Responsibility:
    Timely submit SOD and EOD in SFDC on a daily basis.
    Carry out organizational activities at the branch level.
    Provide administrative support to branches in coordination with HO.
    Possess and handle keys of the branch Safe and Branch office premises.

The estimated salary range for this role is between $45,000 and $65,000 annually, based on industry standards and location considerations. This position requires excellent communication skills, attention to detail, and ability to work under pressure.



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