Job Description

Career OpportunitiesJob Code: IJP/Executive- CETPositionExecutiveNo. Of Positions1DepartmentOperationsFunctionOperations - AgencyReporting toSenior Manager- OperationBand5LocationBalasore - APCLast date of submissionKey Responsibilities:Processing of New Business QueriesDiscrepancy Management - FOP\'sWIP ManagementHandling Field Ops Queries & ComplaintsProcessing of cheques / cash / credit cardPoll Coll clearancePetty Cash ManagementVendor ManagementStatutory and Facility ManagementAgency Contract - Existing agentsAdherence to all regulatory requirementsProcessing of customer request - POSSales to Service & Recruitement.Persistency -13th and 25th MonthCustomer Retention and RevenueMeasure of Success:

• Applied to Paid ratio

94% * Reduction in discrepancy rate3% * 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/Retention70%,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 G3M3Knowledge and skills required:Ability to work in a fast paced environmentStrong people skillsGood co-ordination skillsData management on Excel should be goodAccounting KnowledgeCustomer CentricCareer OpportunitiesJob Code: IJP/Executive- CETPositionExecutiveNo. Of Positions1DepartmentOperationsFunctionOperations - AgencyReporting toSenior Manager- OperationBand5LocationBalasore - APCLast date of submissionKey Responsibilities:Processing of New Business QueriesDiscrepancy Management - FOP\'sWIP ManagementHandling Field Ops Queries & ComplaintsProcessing of cheques / cash / credit cardPoll Coll clearancePetty Cash ManagementVendor ManagementStatutory and Facility ManagementAgency Contract - Existing agentsAdherence to all regulatory requirementsProcessing of customer request - POSSales to Service & Recruitement.Persistency -13th and 25th MonthCustomer Retention and RevenueMeasure of Success:

• Applied to Paid ratio

94% * Reduction in discrepancy rate3% * 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/Retention70%,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 G3M3Knowledge and skills required:Ability to work in a fast paced environmentStrong people skillsGood co-ordination skillsData management on Excel should be goodAccounting KnowledgeCustomer Centric

Max Life Insurance