customer relationship officer

1 day ago

Contai, West Bengal, India Peerless Financial Products Distribution Ltd. Full time ₹ 48,000 - ₹ 72,000 per year

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

  • 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

  • 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

  • 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

  • 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

  • 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

Requirements
QUALIFICATION - GRADUATION

KNOWLEDGE ABOUT POLICY RENEWALS, BRANCH SUPPORT, CUSTOMER HANDLING AND CUSTOMER SUPPORT.

LOCAL CNADIDATES PREFFERED MAINLY.

CTC- 0-3 LPA

HAVE RELEVANT KNOWLEDGE IN INSURANCE SECTOR.

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