The purpose of this role is to log in complete customer applications to contribute to speedy issuances carry out financial/accounting transactions render
defined services to the customers at the branch level be a SPOC for advisors in furnishing renewal & lapse information to help augment renewal income of the branch and provide sales support to Branch Head / Relationship Head to coordinate for requirements with branch sales force.
Carry out the receipting process accurately of fresh applications and renewal premium within timelines as per the set process.
Carry out the banking and reconciliation process of policy cash/Cheque/DD as per guidelines.
Handle petty cash and third party vendor and employee reimbursement as per guidelines.
Handle the Advisors servicing in coordination with Distribution Management team as per guidelines.
Handle the New Business log in at the branch as per the New Business and
Underwriting guidelines to ensure high levels of input accuracy and support in enhancing the issuance to submission ratio.
Act as a SPOC between Customer and Head office to ensure speedy and quality customer service.-Provide support in Customer Services & Persistency Management.
Handle MIS process and document management pertaining to Operations & Accounts.
Render sales support to Branch Head / Relationship Head to ensure smooth business Issuance.
A US $44.3 billion corporation, the Aditya Birla Group is in the League of Fortune 500. Anchored by an extraordinary force of over 120,000 employees belonging to 42 nationalities, the Group is built on a strong foundation of stakeholder value creation. With over seven decades of responsible business practices, our businesses have grown into global powerhouses in a wide range of sectors – metals, textiles, carbon black, telecom and cement. Today, over 50% of Group revenues flow from overseas operations that span 34 countries in North and South America, Africa and Asia.
Teamlease does not charge any kind of payment for a job.