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Pune Area, India India

Manager - Professional Development

Human Resources / Recruitment

Responsibilities handled in the Team • To key in the applications taking case ownership of the policy and adding all the covers whichever applicable. • To process New Business applications and ensuring policy documents are issued to the client and financial advisor on time. • To perform checks on scanned new business application are processed correctly. • Informing the Financial Advisor once the policy is processed and giving them an estimated turn around time. • Detecting missing information and chasing clients or financial advisor to provide with the required information and documents. • Chasing different transferring schemes for the transfer updates. (e.g.: Standard Life, AXA, Prudent...