CUSTOMER RELATIONSHIP OFFICER

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 proposals / applications for all business verticals on daily basis in system. 2 Log-in and issuance of HI & GI Policies in Principal Portal and PFPDL system. 3 Daily monitoring of existing processes and ensuring completion within defined TAT. 4 Generation of CTF, RTF and DTF on daily basis. 5 Maintaining business quality - reduce error rate for maximising revenue. 6 Business solicitation / lead generation 7 Verification of Proposal Forms and other documents. 8 Any other act, deed or things as may be delegated or advised f...