We are on the lookout for a competitive Executive - Customer Engagement to join our growing team at Max Financial Services in Kolkatta.
Growing your career as a Full Time Executive - Customer Engagement is a fantastic opportunity to develop competitive skills.
If you are strong in planning, persuasion and have the right mindset for the job, then apply for the position of Executive - Customer Engagement at Max Financial Services today!

Career Opportunities

Job Code: IJP-Executive Customer Engagement

Position
Executive
No. of Positions
1

Department
Operations
Function
Operations - Agency

Language
English & Regional Language

Key Responsibilities:

- Managing office administration assets and upkeep of the same.
- Agents Contracting
- Current Business Processing
- Banking of Initial & Renewal Premium
- Managing Petty cash & vendor payments
- Retention of Surrender Requests
- Execution of all Service Requests - Post Policy Issuance
- Reverting on customer queries and complaints
- Maintaining high NPS Scores
- Life and Health Claims processing
- Handling compliance issues.
- Audit Rating

Measure of Success:

- Service to Delight- 3Days
- Customer Engagement - 70%
- Surrender Retention - 68%
- NPS-85
- 100% Banking with 24 hours.
- Vendor payment TAT should be 10 days
- Surrender Requests 1%
- 100 % Accuracy of POS requests
- 100 % Accuracy of Customer service
- Zero Day upload of POS & Claims Docs in FTP server.
- Audit rating 2

Desired qualifications and experience:

- Graduate / Post-Graduate in any discipline.
- 2-3 years experience handling front end customer services
- Knowledge of service quality is required

Knowledge and skills required:

- Must be highly customer centric




- Excellent communication skills
- Good co-ordination skills
- Data management on Excel should be good

Career Opportunities

Job Code: IJP-Executive Customer Engagement

Position
Executive
No. of Positions
1

Department
Operations
Function
Operations - Agency

Language
English & Regional Language

Key Responsibilities:

- Managing office administration assets and upkeep of the same.
- Agents Contracting
- New Business Processing
- Banking of Initial & Renewal Premium
- Managing Petty cash & vendor payments
- Retention of Surrender Requests
- Execution of all Service Requests - Post Policy Issuance
- Reverting on customer queries and complaints
- Maintaining high NPS Scores
- Life and Health Claims processing
- Handling compliance issues.
- Audit Rating

Measure of Success:

- Service to Delight- 3Days
- Customer Engagement - 70%
- Surrender Retention - 68%
- NPS-85
- 100% Banking with 24 hours.
- Vendor payment TAT should be 10 days
- Surrender Requests 1%
- 100 % Accuracy of POS requests
- 100 % Accuracy of Customer service
- Zero Day upload of POS & Claims Docs in FTP server.
- Audit rating 2

Desired qualifications and experience:

- Graduate / Post-Graduate in any discipline.
- 2-3 years experience handling front end customer services
- Knowledge of service quality is required

Knowledge and skills required:

- Must be highly customer centric
- Excellent communication skills
- Good co-ordination skills
- Data management on Excel should be good

Benefits of working as a Executive - Customer Engagement in Kolkatta:

● Company offers great benefits
● Company offers career progression opportunities
● Advantageous package

📌 Executive - Customer Engagement - Immediate Start (Kolkata)
🏢 Nameless
📍 Kolkata