Job
Description
Greetings from Kotak Life Insurance !! (Females Only)
Designation - Assistant Manager ( Branch Operations role)
Interview Details:
Venue :-
* Chrompet Branch Address : GST Road, Chrompet, 2nd floor,Sathyam Plaza, Old no 288, New No 198, Chennai, Tamil Nadu 600044.
* Velachery Branch Address : Shop no. 76/A9, 2nd floor, NMS Building Situated at, Velachery Bypass Rd, Chennai, Tamil Nadu 600042.
* Contact Person : Komal Challani (9789976599)
* Timing : 9.30am - 4.30pm
Job Criteria:
Salary Range - As per company norms.
Maximum Age Limit not beyond 26yrs.
PG Freshers can also apply.
Minimum 1year of experience Required.
Job Role :
1. Primary underwriting.
2. S2S Service to Sales and cross sell.
3. Renewal follow-up
4. Stale Cheque Closure.
5. 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.
6.New business proposal form processing
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. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc.
12. Other back office work.
13. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and chq at branches.
14. Banking of cheques and cash collected on previous day thru Bank appointed pick-up person.
*Interested Candidates can share your updated CV to Mail - n.challani@kotak.com (or) Whatsapp - 9789976599 Komal *
Regards,
HR Team