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Deputy Manager - Customer Engagement


Max Financial Services


Location

Lucknow | India


Job description

Career Opportunities

Job Code: Manager CET

Position

Deputy Manager

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Manager

Band

5B

Location

Lucknow

Last date of submission

Key Responsibilities:

  • Processing of New Business Queries
  • Discrepancy Management - FOP's
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll Coll clearance
  • Petty Cash Management
  • Vendor Management
  • Statutory and Facility Management
  • Agency Contract - Existing agents

Adherence to all regulatory requirements

  • Processing of customer request - POS
  • Sales to Service & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue

Measure of Success:

  • Applied to Paid ratio 88%
  • Reduction in discrepancy rate 3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines

Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month 89%
  • Surrender/Retention 70%,ECS Retention 30%

Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance
  1. ELIGIBILITY
  • Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
  • Candidates who have a performance rating of G3M3 & have completed 18 months in the current role

FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric

Career Opportunities

Job Code: Manager CET

Position

Deputy Manager

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Manager

Band

5B

Location

Lucknow

Last date of submission

Key Responsibilities:

  • Processing of New Business Queries
  • Discrepancy Management - FOP's
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll Coll clearance
  • Petty Cash Management
  • Vendor Management
  • Statutory and Facility Management
  • Agency Contract - Existing agents

Adherence to all regulatory requirements

  • Processing of customer request - POS
  • Sales to Service & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue

Measure of Success:

  • Applied to Paid ratio 88%
  • Reduction in discrepancy rate 3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines

Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month 89%
  • Surrender/Retention 70%,ECS Retention 30%

Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance
  1. ELIGIBILITY
  • Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
  • Candidates who have a performance rating of G3M3 & have completed 18 months in the current role

FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric


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