The jobholder will be responsible for making outbound call for renewal chasing/customer retention and associated activities. Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures Impact on the Business / Function • Operational and Performance Management • Ensuring 100% call attempts to the assigned data for renewal chasing. Setting and meeting performance targets for collection of renewals and revival of lapsed policies to achieve high level of Persistency for the organization. • Ensuring renewal collection in HNI segment is above 80% in the region laboring through persistency coordinators, sales and channel management. • Facilitate continuous process improvement initiatives to ensure superior customer service. • Review and facilitation of conversion and closure of all Dishonored/ Unregistered Standing Instruction mandates on regular basis. Customers / Stakeholders • Liaising with different customers/stakeholders/sales • Providing subsidiary activities and assistance in closure of all allied Customer Service and Policy Serving requests.



• Develop best practices and tools for higher renewal collection. • Document and report customer feedback through behavioral study. • To assist in facilitating audit for Persistency related activates at Hub. • Regular monitoring of renewals on all stages- viz., Premium Paying / Overdue / Lapsed / Revival. • All cheques to be receipted within TAT defined in SOP. Relationship Management • Visit Key Branches, Regional Offices & Zonal Offices of HSBC, Canara Bank and OBC. • Building Healthy relationships with all RM's/ SP's of mapped locations. • Liaison with Branch Manager and SP's to ensure closure of cases. • Minimum 3 fresh Bank Branch visits on a weekly basis and submission of Business report with Supervisor. • Attending all Hub and Sales related meeting and promoting awareness on Persistency and highlighting new developments on all platforms. Leadership & Teamwork • Discipline, Atte

📌 Sr. Associate (Thiruvananthapuram)
🏢 Skywings Advisors
📍 Thiruvananthapuram