Policy Follow-up Contact policyholders before renewal due dates via phone, email, or SMS. Remind them of premium due dates and policy benefits. Customer Assistance Explain renewal process, grace period, and late fees if applicable. Resolve objections or queries regarding premium amounts, policy changes, etc. Retention Focus Encourage lapsed clients to reinstate policies. Offer alternate plans or premium modes if affordability is a concern. Data Management Update CRM or internal systems with customer communication logs. Track renewals, cancellations, and reinstatements. Show more Show less

Company Description RNFI Services Ltd. is a premier platform offering secure and convenient online payment services for distributors and retailers. We provide an attractive and instant rewards system for our B2B partners through our proprietary interface. RNFI strives to facilitate reliable and quick online payment solutions for all people in the country. We work with leading financial institutions and organizations, both governmental and non-governmental, to connect Semi-urban & Rural India to mainstream economic development. Our mission includes training and assisting DMR distribution networks as per bank mandates. Role Description This is a full-time on-site role for a Field Executive located in Serampore-Uttarpara. The Field Executive will be responsible for visiting clients and distributors, facilitating on-ground operations, ensuring client satisfaction, and providing support to partners. They will also be responsible for maintaining relationships with existing clients and expanding the company's reach within Semi-urban & Rural areas. Additional duties include monitoring transaction processes, ensuring compliance with company standards, and producing regular operational reports. Qualifications Strong communication and interpersonal skills Ability to work independently and manage time effectively Experience with client relations and customer support Understanding of online payment systems and financial transactions Problem-solving skills and attention to detail Experience in handling on-ground operations and fieldwork Bachelor's degree in Business, Finance, or related field Experience in the digital payments or fintech industry is a plus Show more Show less