Kotak Securities

Hiring For Assistant Manager - Operation role @Chennai

Kotak Securities
300000 - 350000 P.A.
0-3 Years Full Time
Chennai, Tamil Nadu, IN

Vacancy: 3 Posted: 4 months ago Applicants: 3
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Job Description

Greetings from Kotak Life Insurance !!

Designation - Assistant Manager ( Branch Operations role)

Interview Details:

Interviewer : Mr. Kamalesh / Komal

Location Vacancy : Chennai Teynampet.

Venue: No.9, 2nd Floor, Neeladri Building, Cenotaph Rd, Teynampet, Chennai, Tamil Nadu 600018.

Job Criteria:

Salary Range - As per company norms.

Maximum Age Limit not beyond 26yrs.

PG Freshers can also apply.

Minimum 1year of experience Required.

1. Primary underwriting.

2. S2S Service to Sales and cross sell.

3. Renewal follow-up

4. Stale Chq 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 chqs and cash collected on previous day thru Bank appointed pick-up person.

*Interested Candidates can share your updated CV to whatsapp - 7550135423 Sujith.*


HR Team

Skills Required: Back Office,New Business