Customer Service Executive - Jaipur

Job Overview

This role involves managing daily operational, financial, commercial, and administrative functions of the branch while ensuring full compliance with regulatory and company standards. The candidate will tackle challenges such as maintaining precision despite fluctuating volumes and limited system validations, safeguarding confidential information without adequate infrastructure, juggling multiple systems amid connectivity issues, and harmonizing sales efforts to comply with internal and external regulations.

Primary Responsibilities

• Accurately execute financial transactions including receipting, banking, and reconciliation within prescribed timelines while detecting counterfeit currency and managing cheque dishonor cases.
• Manage custody of branch safe and office keys, ensure timely petty cash validation and reimbursement.
• Identify and onboard local vendors following procurement policies, verify vendor invoices, facilitate payments, and support lease documentation and branch setup coordination.
• Oversee advisor licensing processes, including application handling, training coordination, contact updates, commission processing, and sales support.
• Ensure adherence to legal, compliance, taxation, and AML guidelines, including timely tax remittance, court representation, statutory displays, and business continuity protocols.
• Provide HR, IT, and administrative assistance such as managing employee onboarding and exit procedures, IT support liaison, and resource booking.
• Scrutinize new business and underwriting applications for accuracy, coordinate medical report handling, and facilitate faster policy issuance.
• Deliver prompt and accurate customer support with focus on first-contact resolution, claims processing, transaction verification, and customer data maintenance.
• Actively contribute to revenue conservation through payment encouragement, cost-saving measures, fraud detection, and upselling policy riders and top-up premiums.

Additional Information

• Manage reward and recognition programs, maintain sales data and MIS reports.
• Handle sales promotional activities, inventory of marketing materials, and assist with fraud and compliance investigations.
• Ensure smooth coordination across functions like IT, infrastructure, banking, and sales operations.
• Maintain office security protocols including timely opening and closing of premises.