Career OpportunitiesJob Code: IJP/Executive – Ops Executive - CET
Position
ExecutiveNo. Of Positions1
Department
OperationsFunctionOperations – Agency
Reporting to
Deputy Manager (Sudhaditya Ganguli)Band5
Location
Kolkata GO1Last date of submission
Key Responsibilities:
Handling Digital Calls
Processing of New Business Queries
Discrepancy Management – FOP’s
WIP Management
Handling Field Ops Queries & Complaints
Processing of cheques / cash / credit card
Policy Coll clearance
Petty Cash Management
Vendor Management
Statutory and Facility Management
Agency Contract – Existing agents
Adherence to all regulatory requirements
Processing of customer request – POS
Sales to Service & Recruitment.
Persistency -13th and 25th Month
Customer Retention and Revenue
Freelook Retention
Measure of Success:
§ Applied to Paid ratio > 95%
§ Reduction in discrepancy rate < 3%
§ Resolution of GO actionable with TAT
§ Customer / Distribution satisfaction score +3.5
§ 100% in Day 1
§ Adhere to the laid down process and guidelines




Timely processing of docs within 2 days of receipt
§ Agent Query and Code follow-up
§ Processing the agent reimbursement as per guidelines and accurately
§ POS accuracy at 97% and Decline at 3%
§ Collection of 13+25 Month >90%
§ Surrender/Retention>70%,ECS Retention>60%
Desired qualifications and experience:
· Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance
v ELIGIBILITY
Ø Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
Ø Candidates who have a performance rating of G3M3 & have completed 18 months in the current role
FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3
Knowledge and skills required:
Ability to work in a fast paced environment
Solid people skills
Good co-ordination skills
Data management on Excel should be good
Accounting Knowledge
Customer Centric

📌 Executive - Customer Engagement (Agency) (India)
🏢 Axis Max Life Insurance
📍 India