Sameer R. Email & Phone Number

Gorakhpur, Uttar Pradesh, India

Noida, Uttar Pradesh, India

• Keeping records of Customer interactions and transactions, details of inquires complaints, and comments, as well as action taken.
• Processing Orders, Forms, and Applications.
• Assist and Co-ordinate with Sales and Marketing teams. Update internal data base as per job role.
• Follow up to ensure that appropriate actions are taken on Customer requests.
• Refer unsolved customer grievances or special requests to designated departments for further investigation.
• Assist and support administrative staff in their day to day working.

Delhi, India

• Carry out the receipting process accurately of fresh applications and renewal premium within timelines as per the set process.
• Carry out the banking and reconciliation process of policy Cash/Cheque/DD as per guidelines.
• Handle petty cash and third party (vendor) and employee reimbursement as per guidelines.
• Handle the Advisor’s servicing in co-ordination with Distribution Management team as per guidelines.
• Handle the New Business log in at the branch as per the New Business and Underwriting guidelines to ensure high levels of input accuracy and support in enhancing the issuance to submission ratio.
• Act as a SPOC between Customer and Head office to ensure speedy and quality customer service.

Delhi, India

• Supporting all backend operation like NB, PS, Accounts Revival, Lead Generation.
• New business processing and policy servicing.
• Carry out the banking and reconciliation process of policy Cash/Cheque/DD as per guidelines.
• Taking care of all admin related jobs like processing Vendor bills, Material management, Water supply, Electricity, Infrastructure management, etc.
• Revival calling for Lapsed and Paid-up policies for reinstatement.
• Processing of Advisor's Servicing forms and follow up with Distribution Ops team for License generation.

Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services

Distance Learning

Bachelor Of Commerce - Bcom, Banking And Marketing