Customer Service Officer jobs in Bareilly - the people operations

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  • Job View 31 Views
  • Applicants Less than 5 Applicants
  • 2020-02-11 2020-08-11

Job Description

We Currently have a Service-to-sales (s2s) Model in Place for Walk-in Customers At Our Branches. However, There are Many other Instances and Touch Points, Where We Interact with Our Customers, Which are Not Leveraged for Generating Sales – such as Financial Payouts, Service Request, Premium Reminder Calling Etc.

this Position Will Be Responsible for Customer Service, Retention and Sales to Existing Mli Customers Through Relationship Building.

key Responsibilities

a. Cross Sell / Up Sell

work On Every Lead Allocated from Ho Team

identify Financial Goals of Customers and Provide Financial Planning Assistance.

pitch Products as per Need of the Customer

convert Leads Into New Sale.

b. Customer Service/retention Through Relationship Management

establishing and Strengthening Relationship with Allocated Customer Base

collection of Due Premium from Customers

collection of Additional Document Requirement Related to Reinstatement

generate Interest of the Customer to Buy Another Product Post Providing Proper Service.

measures of Success

execution Measures

collection of Due Premium as per Target.

service Resolution Percentage/tat

meet Cross Sell/up Sell Business Targets

customer Satisfaction Score

key Competencies/skills Required

building Relationships – Ability to Influence Customers

building Collaboration


customer Centricity.

key Relationships Management (internal /external)

internal : Head of Sparc, Field Ops, Training, Hr

external: Customers


Insurance / Loan / Credit Management

Functional Area


Number of Vacancy



Other Bachelor Degree

About the people operations

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