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Executive - Customer Engagement

Max Financial Services

Location

Siliguri | India

Job description

Career Opportunities
Job Code: IJP/ Executive - CET
Position	Executive	No. Of Positions	1
Department	Operations	Function	Operations - Agency
Reporting to	Executive -CET	Band	5
Location	Siliguri APC	Last date of submission
Key Responsibilities: Processing of New Business Qu e r i es 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 -13 th and 25 th 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 receip t 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 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: IJP/ Executive - CET
Position	Executive	No. Of Positions	1
Department	Operations	Function	Operations - Agency
Reporting to	Executive -CET	Band	5
Location	Siliguri APC	Last date of submission
Key Responsibilities: Processing of New Business Qu e r i es 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 -13 th and 25 th 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 receip t 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 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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