Keywords / Skills : Diploma in any field, Bachelor’s Degree or Professional Degree in any field, Highly motivated and self-disciplined, Good analytical mind and willingness to learn, Good interpersonal skills, Trustworthy
We believe in challenging our people to their fullest potential. Established since 1991, we have a wealth of market experience and a range of training and market specializations. Therefore, we can offer you greater exposure to new experiences and opportunities for growth and development. Reach greater heights and achieve your career goals with us.
Big market opportunities await. Almost everyone has financial needs yet to be addressed; they are waiting for the right consultant whom they can trust. We provide financial planning services to individuals and organizations in the areas of Investment Planning, Retirement Planning, Insurance and Risk Management, Children Education Funding, Wealth Accumulation and many others.
Call us at 6349 6201 / 9277 7708 or email your resume at firstname.lastname@example.org
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