To review, raise and ensure the competency standards of the agency force in providing quality financial advice to the customers by ensuring the requirements of the FAA Notices and FHR standards are met. Key Responsibilities
Review the quality of advice and appropriateness of recommendations provided to customers through regular monthly audit sampling of FHRs of every agent.
Conduct regular monthly survey of customers to determine the quality and appropriateness of representations and sales advice to them
To input the result outcome of the FHR audits and survey into BSC of every agent
Assist in designing, improving and developing of FHR audit and survey plans
Liaise with the location Agency Management team and Premier Academy to ensure that the requirements of the FHR standards are effectively communicated and implemented
2 to 3 years of sales advisory experience in the financial industry
Capital Markets and Financial Advisory Examinations Module 5
Capital Markets and Financial Advisory Examinations Module 9
Health Insurance Module
Sound knowledge of relevant FAA regulations and guidelines, basic knowledge of life insurance industry, presentation skills, analytical skills and good communication and interpersonal skills
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases