CUSTOMER RELATIONSHIP OFFICER
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
29-10-2025
Vacancies:
1 Vacancy
Job Summary
| ROLES & RESPONSIBILITIES OF CRO | |||||||||
| | | ||||||||
| Role Name/Designation | | | CUSTOMER RELATIONSHIP OFFICER | ||||||
| Function/Department | Customer Service | | Grade | EXECUTIVE | |||||
| Reporting To | Functionally | Administratively | |||||||
| Head Customer Advisory & Customer Service | Branch Head | ||||||||
| Purpose of the Role | |||||||||
| Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard checks and controls. | |||||||||
| Key Functional Responsibilities of the Role | |||||||||
| A. Branch Operations | |||||||||
| 1 | Log-in of proposal / application forms for all business verticals on daily basis in SFDC | ||||||||
| 2 | Log-in and issuance of GI Policies in ITGI CRM | ||||||||
| 3 | Daily monitoring of existing processes and ensuring completion within defined TAT | ||||||||
| 4 | Generation of CTF ATF RTF and DTF on daily basis | ||||||||
| 5 | Maintaining business quality - reduce error rate for maximizing revenue | ||||||||
| 6 | Business solicitaion / lead generation | ||||||||
| 7 | Verification of Proposal Forms and other documents | ||||||||
| 8 | Any other act deed or things as may be delegated or advised from time to time | ||||||||
| B. Cash Management | |||||||||
| 1 | Premium acceptance and issuance of money receipt as per current HO Guidelines | ||||||||
| 2 | Currency verification at the time of premium acceptance | ||||||||
| 3 | Verification of third party cheque / authenticity of instrument | ||||||||
| 4 | Accounting of Business Collection at branch office | ||||||||
| 5 | Banking of Business Collection within defined TAT for all business verticals | ||||||||
| C. Regulatory & Compliance | |||||||||
| 1 | To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct | ||||||||
| 2 | Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT | ||||||||
| 3 | Complete Televerification within defined TAT | ||||||||
| D. Customer Servicing | |||||||||
| 1 | Acceptance and processing of Customer Service Requests with defined TAT | ||||||||
| 2 | Attending and resolving Customer enquiry / grievances through laid down process / guidelines | ||||||||
| 3 | Tracking & monitoring of renewal dues both for all business verticals | ||||||||
| 4 | Extend support in managing Customer Day Activities | ||||||||
| 5 | Extend support on post sales services | ||||||||
| E. Administrative Responsibility | |||||||||
| 1 | Timely SOD & EOD in SFDC on daily basis. | ||||||||
| 2 | Carry out different organizational activities at branch level | ||||||||
| 3 | Provide administrative support to branches in coordination with HO | ||||||||
| 4 | Possess and handle keys of branch Safe and Branch office premises | ||||||||
| 5 | Responsible for opening and closing of branch office on daily basis |
Required Skills:
INSURANCE SELLING SALES AGENCY CHANNEL AGENTS PRINCIPAL AGENTS POLICY RENEWALS BRANCH SUPPORT CUSTOMER SERVICE
Required Education:
GRADUATION.
Company Industry
IT Services and IT Consulting
Key Skills
- Academics
- Customer Service
- Bid
- Infection Control
- Arabic Cuisine
