Hiring For Branch Operations Executive @ Kotak @ Kotak Life

Job Description

Job Description :

1. New Business proposal form processing.

2. Primary underwriting.

3. Customer Service.

4. Renewal Calling

5. Stale Chq Closure.

6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.

7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.

8. Driving conversion of new business by means of follow-up with sales team on requirements.

9. Driving End to End TAT.

10. Medical Co-ordination in medical proposal forms with medical centre, sales team and customer.

11. ECS sourcing from walk-in customers and renewal calling.

12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ]

13. Other back office work.

14. Receipting of Premiums new business, renewals, agency, shortfall premiums etc. all types of payments in cash and chq at branches.

15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person. 16. Flexibility with timings Extended office hours on month ends (last three days) and as and when as per business requirements ( like scheme closure days etc. )

17. Service to Sales Able to convince the walk-in customer for cross sale and Rider plan.

Desired Candidate-

1) From BFSI Industry

2) Graduation is a must

If interested please share your resume at sa************1@gm**l.com or call on 9082240***

Job Classification

Industry: Insurance
Functional Area: Other,
Role Category: Other
Role: Other
Employement Type: Walk-ins

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization

Contact Details:

Company: Kotak Mahindara Life Insurance
Address: Kotak Infiniti, 7th Floor,, Building No. 21, Infinity Park,, Off Western Express Highway, General A K Vaidya Marg, Malad (E),, MUMBAI, Maharashtra, India
Location(s): Indore

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Keyskills:   Life Insurance Branch Operations Banking Vendor Management Operations