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