Manager Customer Retention

Year Kolkata, West Bengal, India

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Job Location

Kolkata - GO1

Job Summary:

Key Responsibilities/ Key Deliverables:

Responsible for targets achievement on allocated base to downline team members:
Drive renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment
Ensure maintenance and sharing of daily customers' trackers and conversion of assigned team
Training team to convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.
Ensure & track timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection by Customer Retention Officer

Measures of Success:

Job Summary:

Knowledge & Skill Matrix:

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