Branch Operations Manager-Bangalore
- Kotak Life
- 0 - 5 years
- Bengaluru
- 2 years ago
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Job Description
Hello,
Greetings from Kotak Life Insurance..!!!
Kotak Life Insurance is looking for candidates for the role of Assistant Manager for Branch Operations and below is the Job Description attached.
Only MALE candidates preferred
Interested candidates can share your Resume to kl**************n@ko**k.com
Job location: Bangalore
Age limit : 27 Years
Job Description :
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Cheque 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 center, sales team and customer.
11. Riders 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 cheque at branches.
15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person.
16. S2S Service to Sales and cross sell
Desired Candidate Profile
Graduate+2 years of experience in Back End process or MBA+1 year of experience.
Perks and Benefits
A great learning opportunity
A pathway for growth in career with Kotak Life
Job Classification
Industry: InsuranceFunctional Area: Role Category: Banking OperationsRole: Banking OperationsEmployement Type: Walk-insEducation
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in Any Specialization, Any PostgraduateContact Details:
Company: Kotak Mahindra Life InsuranceLocation(s): Bengaluru
Keyskills: Branch Operations Life Insurance Operations back office Insurance Operations backend process Backend Operations life insurance Document Verification Back Office Operations Back Office Support Policy Issuance Policy Servicing Operations Customer Service Operations
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