Customer Service Executive- Sangamner- Branch Operation

1 - 3 years

2 - 3 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

1.

(Accountabilities associated with the job)

  1. Servicing walkin customers during Office Hours.
  2. Retaining PHs who come for Surrenders.
  3. Achieving RWP Targets in Renewals.
  4. Converting payment of PHs to Autopay mode.
  5. Achieving LAIP Targets.
  6. Visiting customers for all of the above or as required for the purposes of relationship management.
  7. Maintaining of all documentation, adhering to all processes and guidelines involved in operational procedures.

2.

(Key decisions taken by job holder at his/her end)

  • Calling / Visiting PHs in collection of RWP.
  • Calling / Visiting PHs in HHID data.
  • Calling / Visiting PHs to collect and register Autopay Mandates.
  • Calling / Visiting PHs to register LAIPs.

3.

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

  • Coordinating with Sales for RWP, LAIP, Autopay and other activities

External Clients

Roles you need to interact with outside the organization to enable success in your day to day work

  • Calling / Visiting PHs in collection of RWP.
  • Calling / Visiting PHs in HHID data.
  • Calling / Visiting PHs to collect and register Autopay Mandates.
  • Calling / Visiting PHs to register LAIPs.

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