1. Graduate B Com/B.B.A with experience (with Min 1 Year experience and not more than 2 years).
2. MBA preferred
3. Freshers or with Experience (Not more than 1 year).
4. Good communication skill.
5. Should know basic Excel.
***Training Institutes are requested not to share any profile/send their students for interview***
Roles & Responsibilities
Customer servicing which includes Renewals, ULIP transactions, Claims processing and all other policy related servicing
Coordination with HO for various policy servicing process & customer complaint resolutions
New business scrutinizing and preliminary medical/Non-medical underwriting & Processing
Co-ordinating with HO for issuance of insurance proposals sourced at branch
Cash/cheque transactions in system with proper reconciliation and deposition at bank
Agency servicing and Life advisor servicing with comply to IRDA norms
Comply with company strategic target such as ECS conversion, Online policy Servicing, E-Mail & Go green consent collection, Stale cheque cases clearance, Surrender retention etc.
To have error free operational branches and innovative practices each time to serve the customers in the best possible manner
Ensure 100% compliance and adherence to SOP, Adherence to Anti Money Laundering (AML) guidelines and Compliance management of company
Data Coordination with Branches and Head office in MS Excel.
To have a business driven function and coordination with sales for smooth functioning of branch
Kotak Mahindra Group
A legacy built over 2 decades Kotak Mahindra is one of... India's leading banking and financial services organizations, offering a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, to mutual funds, to life insurance, to investment banking, the group caters to the diverse financial needs of individuals and corporate sector.
The group has a net worth of over Rs. 100.6 billion and has a distribution network of branches, franchisees, representative offices and satellite offices across cities and towns in India, and offices in New York, London, San Francisco, Dubai, Mauritius and Singapore servicing around 8 million customer accounts.
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