Job Description

Career Opportunities

Job Code: Manager CET

Position

Manager

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Chief Manager - Customer Engagement

Band

4B

Location

Ahmedabad

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
• 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

Manager

No. Of Positions

1

Department

Operations

Function

Operations - Agency

Reporting to

Chief Manager - Customer Engagement

Band

4B

Location

Ahmedabad

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
• 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

Max Life Insurance