Customer Service Representative

3 weeks ago


Delhi, Delhi, India Peerless Financial Products Distribution Ltd. Full time
Key Responsibilities:

As a Customer Service Representative at Peerless Financial Products Distribution Ltd., you will be responsible for attending customer enquiries at the branch and following customer processes and service delivery instructions by applying all standard checks and controls. This role involves ensuring that customers receive timely and efficient service, resolving their queries and complaints through laid down processes and guidelines. You will also be responsible for accepting and processing customer service requests, tracking and monitoring renewal dues, and extending support in managing customer day activities.

Key Responsibilities (Continued):
1. Attending and resolving customer enquiries and grievances through laid down processes and guidelines.
2. Tracking and monitoring of renewal dues for all business verticals.
3. Extending support in managing customer day activities.
4. Providing administrative support to branches in coordination with HO.
5. Possessing and handling keys of branch safe and branch office premises.

Business Operations:
1. Login of proposal/application forms for all business verticals on a daily basis in SFDC.
2. Login and issuance of GI policies in ITGI CRM.
3. Daily monitoring of existing processes and ensuring completion within defined TAT.
4. Generation of CTFATF RTF and DTF on a daily basis.
5. Maintaining business quality and reducing error rates for maximizing revenue.
6. Business solicitation/lead generation.
7. Verification of proposal forms and other documents.

Cash Management:
1. Premium acceptance and issuance of money receipt as per current HOG guidelines.
2. Currency verification at the time of premium acceptance.
3. Verification of third-party cheques/authenticity of instruments.
4. Accounting of business collection at branch office.
5. Banking of business collection within defined TAT for all business verticals.

Regulatory & Compliance:
1. Ensuring regulatory and internal compliance of defined processes and ensuring Code of Conduct.
2. Submission/despatch of proposal & application form to Principal/Partner & RTA within defined TAT.
3. Complete televerification within defined TAT.

Customer Servicing:
1. Acceptance and processing of customer service requests with defined TAT.
2. Attending and resolving customer enquiries/grievances through laid down process/guidelines.
3. Tracking and monitoring of renewal dues for all business verticals.
4. Extend support in managing customer day activities.
5. Extend support on post-sales services.

Administrative Responsibility:
1. Timely SOD & EOD in SFDC on a daily basis.
2. Carry out different organisational 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 a daily basis.

Education:
Graduation.

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