1 - 5 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a relationship manager for the assigned base, your main responsibility will be to ensure all policy-related servicing aspects are taken care of. This field job requires you to conduct customer visits for renewal collection and servicing. Your key focus will be on achieving Persistency and Collections targets on a monthly basis. Additionally, you will need to coordinate customer meets in branches or centers for special campaigns or collections. Collaborating with the Branch, Sales, and Persistency teams for service recovery and collections through joint calls will be part of your daily routine. It is important to have daily follow-ups with the Sales hierarchy to track expected collections and results. Timely collection and submission of mandatory requisites for policy reinstatements is crucial, along with accurate reporting of visits and collection numbers in the tracker/application. You will also be responsible for ensuring the contact ability of customers by updating or adding new contact details through direct visits at their residence or offices. Participation in all trainings and audits as specified by clients is mandatory, along with compliance to all audit/regulatory bodies, as well as company policies and procedures. Key Responsibilities: - Act as a relationship manager for the assigned base - Conduct customer visits for renewal collection and servicing - Achieve Persistency and Collections targets monthly - Coordinate customer meets in branches/centers for special campaigns/collections - Collaborate with Branch/Sales/Persistency team for service recovery & collections - Follow-up daily with Sales hierarchy for expected collections and results - Ensure timely collection and submission of mandatory requisites for policy reinstatements - Maintain accurate reporting of visits and collection numbers in tracker/application - Update/add new contact details of customers through direct visits at their residence/offices - Participate in all trainings and audits as specified by clients - Ensure compliance with all audit/regulatory bodies and company policies and procedures Qualifications Required: - Previous team handling experience in collections: 1 year (Required) (Note: Current salary and notice period are required application questions.) Benefits: - Provident Fund Schedule: - Day shift Work Location: - In person,

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