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Branch Operations Executive

Palampur
Karnal
Srinagar
Jammu
Hisar
Tosham
Ludhiana
Full-Time
Fresher: Less than 1 year
10K - 15K (Per Month)
Posted on Dec 31 2024

About the Job

Skills

Cross Selling
Excel
Mails
Customer Service
Custome Query
Sales
Policy Sales

Job Summary:

We are looking for a dynamic and customer-focused individual to handle customer queries, manage policy logins, and assist with policy disbursements. The role involves providing excellent service to customers, cross-selling products, preparing regular MIS reports, and drafting professional emails for communication purposes.


Key Responsibilities:


  • Handling Customer Queries: Respond to customer inquiries regarding insurance products, policy details, claims, and other related concerns through various communication channels.


  • Policy Login and Disbursement:Process and manage the policy login applications, ensuring all documentation and requirements are complete.
  • Facilitate the disbursement of policies in a timely and efficient manner, coordinating with internal teams.


  • Cross-Selling:Identify opportunities to cross-sell additional products or services based on customer needs and company offerings.


  • MIS Preparation:Prepare and maintain regular reports on key performance indicators (KPIs), policy status, customer queries, and other metrics as required by the management.


  • Email Drafting:Draft clear, concise, and professional emails for both internal and external communication, ensuring adherence to company guidelines.


Skills and Qualifications:


  • Excellent communication and customer service skills.

  • Strong organizational and multitasking abilities.

  • Proficient in MS Office (especially Excel) for MIS report preparation.


  • Ability to cross-sell products based on customer needs.


  • Strong email writing skills with attention to detail.



Note:- Female Candidates Preferred.

About the company

Shriram Life Insurance Company is the joint venture between the Shriram Group and the Sanlam Group. The Shriram Group is one of the largest and well-respected financial services conglomerates in India. The Group's main line of activities in financial services includes chit fund, truck financing, consumer durable financing, stock broking, insurance broking, and life insurance. The Group h ...Show More

Industry

Insurance

Company Size

11-50 Employees

Headquarter

Mangalore

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