Branch Operations Manager Kotak Life Insurance
Kotak Life Insurance
Office Location
Full Time
Experience: 0 - 31 years required
Pay: INR 15000 - INR 20000 /Month
Type: Full Time
Location: Karnal, Haryana, India Babarpur, Panipat
Skills: Leadership, Communication, Negotiation, Sales
About Kotak Life Insurance
Job Description
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Cheque Closure.
6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.
7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.
8. Driving conversion of new business by means of follow-up with sales team on requirements.
9. Driving End to End TAT.
10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
11. Riders sourcing from walk-in customers and renewal calling.
12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [like surrender ( part or full), maturity, survival benefit etc. ]
13. Other back office work.
14. Receipting of Premiums new business, renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches.
15. Banking of cheque and cash collected on previous
Kindly Share Your Resume on HR BHAIRAVI VIRKAR : 7208602993