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Service Relationship Manager - WC-Salaried PL & Working Capital-Sales

Service Relationship Manager - WC-Salaried PL & Working Capital-Sales

Kotak Life Insurance

2 - 5 years

4 - 7 Lacs

mumbai

Posted:1 week ago| Platform:

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Skills Required

working capital sales disbursement relationship management client servicing client management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role:

Description for Internal Candidates

Handling and managing client service request.
Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
Monitoring PDD MIS and taking care of timely closure of PDDs.
Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same.
Overdue renewal tracking and following up with RM to get it update timely.
HO monitoring activities etc.

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