26 Oct
Peerless Financial Products Distribution
New Delhi
ROLES & RESPONSIBILITIES OF CRO
Role Name/Designation CUSTOMER RELATIONSHIP OFFICER
Function/Department Customer Service Grade EXECUTIVE
Reporting To Functionally Administratively
Regional Business Manager Branch Manager
Purpose of the Role
Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard checks and controls.
Key Functional Responsibilities of the Role
A. Branch Operations
1 Log-in of proposal / application forms for all business verticals on daily basis in SFDC
2 Log-in and issuance of GI Policies in ITGI CRM
3 Daily monitoring of existing processes and ensuring completion within defined TAT
4 Generation of CTF, ATF,
RTF and DTF on daily basis
5 Maintaining business quality - reduce error rate for maximizing revenue
6 Business solicitaion / lead generation
7 Verification of Proposal Forms and other documents
8 Any other act, deed or things as may be delegated or advised from time to time
B. Cash Management
1 Premium acceptance and issuance of money receipt as per current HO Guidelines
2 Currency verification at the time of premium acceptance
3 Verification of third party cheque / authenticity of instrument
4 Accounting of Business Collection at branch office
5 Banking of Business Collection within defined TAT for all business verticals
C. Regulatory & Compliance
1 To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct
2 Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT
3 Complete Televerification within defined TAT
D. Customer Servicing
1 Acceptance and processing of Customer Service Requests with defined TAT
2 Attending and resolving Customer enquiry / grievances through laid down process / guidelines
3 Tracking & monitoring of renewal dues, both for all business verticals
4 Extend support in managing Customer Day Activities
5 Extend support on post sales services
E. Administrative Responsibility
1 Timely SOD & EOD in SFDC on daily basis.
2 Carry out different organizational activities at branch level
3 Provide administrative support to branches in coordination with HO
4 Possess and handle keys of branch Safe and Branch office premises
5 Responsible for opening and closing of branch office on daily basis
▶️ CUSTOMER RELATIONSHIP OFFICER
🖊️ Peerless Financial Products Distribution
📍 New Delhi