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LSE - KRA's (Females) (Walk In)

Description




To ensure the respective lobby is seated at the Branch / Service Centre.Walk-in & DSA files only.


a. LSE to meet & counsel Walk -in & DSA customers who have been
    referred to him / her by bank appraiser.
c.The LSE to coordinate with the FS Coordinator / TM/ASM/ SM for all
   service requests related to insurance.
e.To ensure processing of IPF files.
f.Required Experience, Skills. a. To ensure sale is completed through
  appropriate sales process being followed.
g. To closely monitor the Walkin /DSA Data being shared with the
    respective LSE , basis the Service Centre mappings.
h. To obtain the appropriate documents from the client and ensure  the forms are duly completed before logging the sale.

a. To ensure sale is completed through appropriate sales process being followed.
b. Report creations and System updations are completed in timely manner.
c. To closely monitor the Walkin /DSA Data being shared with the respective LSE , basis the Service Centre mappings.
d. To maintain and send DSR / or complete the required updations in the system (sales dairy, CRM etc), so as to intimate the respective reporting managers. To seek help from the TM as needed.
e.The LSE to be conscoius and vigilant towards declaration of the customer information, in case if one feels there is a disconnect in the information shared by customer vs. ones observation to cross check and then source.
e. To obtain the appropriate documents from the client and ensure the forms are duly completed before logging the sale.

 

Openings : 1

Closed
JOB ID

TH2018679

EXPERIENCE

Fresher To 1 years

VALID TILL

Nov 30, 2018 To Dec 30, 2018

LOCATION

Indore

REQUIRED SKILLS CTC

0NANot Disclosed by Recruiter

ROLE

Accounts

CONTACT PERSON

Shrisha

CONTACT NUMBER

CONTACT TIME

10:00am - 05:00pm

SH


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