3,966 Customer Engagement jobs in India

Customer Engagement Manager

Mumbai, Maharashtra Durian

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Job Description

Qualification:

Should be a Graduate from a reputed college or University. Plus should have a certificate from a Design School.

Software Skills: Adobe Illustrator, Photoshop, Corel Draw

Duties & Responsibilities:

  • Ideate and develop Catalogs and brochure designs, PPT, Collaterals Print Ads as per the brief and brand guidelines.
  • Advise Marketing and Content on strategies to reach a particular audience.
  • Determine the message the design should portray.
  • Create images that identify a product or convey a message.
  • Develop graphics for product illustrations, logos, and websites.
  • Select colors, images, text style, and layout.
  • Designing Retail/ Institutional Campaign banners, standee, Posters, branding etc.
  • Designing & Co-ordinating for monthly Internal Communication material – Newsletters, Whatsapp promotions etc.
  • Assisting Online team in developing web templates / Web banners.
  • Think creatively and develop new design concepts, graphics & layouts.
  • Co-ordinating and work as team with Marketing & Content.
  • Handle & coordinate with team internally for Adaptations of creatives, Product Cutouts, corporate & retail stationery.
  • Ability to multitask on multiple projects. Manage projects based on deadlines and prioritize work accordingly.
  • Understand and visualize the requirements, brainstorm and deliver fresh new creative’s based on the brief given.
  • Incorporate changes recommended into the final design.
  • Review designs for errors before printing or publishing them.
  • Ability to research designs, thoughts.
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Manager - Customer Engagement

Gurugram, Uttar Pradesh Max Life Insurance

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Job Description

KEY RESPONSIBILITIES

  • Digital Customer Engagement Call Quality Audit of digital calls taken by respective team members. Ensuring quality in Digital calls and responsible for Call Quality Scores. Reduction in CXO escalation / Service Grievance
  • 13M & 25M Persistency Driving 0-60-day collection by calling the customers / sellers Driving 0-90-day collection by calling the customers / sellers
  • Creating visibility for all stake-holders and having a weekly governance rhythm with the Regional Manager / Office Heads & DIGITAL CET team. Corrective and preventive measures to be implemented to improve persistency, FTR & P2A.

  • Retention Engage to retain – Retaining customers with mis-selling complaint Freelook – Retaining customers who wish to cancel the policy Surrender – Retaining customer who come to surrender the policy ECS – Retaining customers who want to deactivate their ECS payment method
  • Training and skilling the front-end team on how to engage with the Digital customers by using the retention tools and objection handling scripts. Collaborating with the OH to form an effective task team.

  • Revenue Generation – Service to Sales / Recruitment Identify training needs of Digisaarthi team and skill them. Coaching and Developing the team to meet their goals Driving the team to always look for opportunity to upsell a customer once retained.
  • Business Deliverables Enabling the advisors and distribution team on how to manage the WIP on mPro/ SARAL and servicing in mPower. Traction of Applied to Paid for the region Conducting process refreshers and process changes session with the distribution team
  • Distribution Engagement Monthly connect with the OH Creating awareness amongst Advisors – Quality of Business Coordination with various stake holders
  • Building Leadership and People Capability Structured capability / competency building and succession planning Retain top performers Generating ideas to improve the process / systems Employee engagement Driving key initiatives and projects in the region
  • Audit & Compliance Ensuring regulatory and statutory compliance Zero dilution in the process adherence Self Audit of the assigned branches
  • Measures of Success

  • Quality Scores (OA-95% / FEA-100%)
  • Reduction in CXO escalation by 50%
  • DNPS Scores >=94
  • Customer Engagement >50%
  • 13M Persistency >=90%
  • 25M Persistency >=88%
  • Engage to Retain >=65%
  • Freelook retention >=50%
  • Surrender retention >=70%
  • ECS retention >=50%
  • S2S, S2R – 100% As per the Target
  • Applied to Paid >=92%
  • Key Goal (Business)

  • Driving customer Retention& Persistency
  • Meeting S2S/R target for the region.
  • Distribution engagement
  • Identify training needs of Front end team and skilling them.
  • Key Relationships (Internal /External)

    Collaboration with Zonal / Regional / Digital CET, Collaboration with Distribution & Cross Functional Teams

    Key competencies/skills required

  • Must have minimum 7-9 years of experience of which at least 3 years should have been spent in Operations and / or Customer Service on a supervisory role
  • Interpreting, analyzing data using statistical techniques for trends
  • Develop and Implement databases, data collection systems, data analytics, and other strategies that optimize statistical efficiency and quality.
  • Good presentation skills
  • Desired qualification and experience

    Post Graduate in Management preferred

    Must have minimum 7-9 years of experience of which at least 2-3 years should have been spent on the supervisory role in Operations / or Customer Service

    Experience of managing Operations / or Customer Service

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    Customer Engagement Intern

    Chandigarh, Chandigarh Competent Synergies

    Posted today

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    Job Description

    · Identify potential co workers from social media websites like Facebook, Linkedin and Twitter

    · Pitch the co working space and the packages to the identified leads via all relevant mediums such as email, phone and SMS.

    · Follow-up, elaborate and negotiate with the leads who have shown interest via the above-mentioned mediums

    · Coordinate with leads to schedule tours of the co-working space as convenient for them

    · Extend Hospitality to the visitors in the premises by understanding the pulse of the customers serious vs explorers)

    · Facilitate the request for new requirements by connecting and following up with the relevant departments in Competent

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    Executive- Customer Engagement

    Kolkata, West Bengal Max Life Insurance

    Posted today

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    Job Description

    Key Responsibilities

    :

    Handling Digital Calls (Call Quality Audit Process Adherence)

    Query resolution and Service request processing at Digital Calls.

    Service to Sales/Recruitment lead Generation and Conversion.

    Ensuring 13M & 25M persistency collection.

    Retaining customer coming in for Surrender/ECS/FLC/E2R

    New Business WIP Management

    Statutory Compliance & Branch Risk Rating

    Training & Certification

    Measure of Success:

    1. Total Duration for which the user was active (As per the OD’s)

    2. No of calls attended by the User (As per the OD’s)

    3. Average Call handling Time (As per the OD’s)

    4. Time taken(lag) to pick up the call (As per the OD’s)

    1. Ensuring timely and accurate resolution ( Reduction in service grievance & CXO escalation)

    2. Digital NPS/ Surrender NPS (As per the Goal Sheet)

    3. POS decline Management (As per the Goal Sheet)

    4. WIP Management

    5. S2S/R Lead Generation and follow-up with Distribution till conversion

    1. Monthly Calling on 13M & 25M Callable base assigned

    2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases)

    1. Surrender Retention both on value & Volume. (As per the Goal Sheet)

    2. ECS Retention both on value & Volume. (As per the Goal Sheet)

    3.Free-look retention Value (As per the Goal Sheet)

    4. E2R Retention Volume. (As per the Goal Sheet)

    1.WIP Management

    2. P2A (Paid to Applied) (As per the Goal Sheet)

    2. FTR (First Time Right) (As per the Goal Sheet)

    3. E-Nach adoption(Online ECS Registration)

    4. Agent engagement (NPS)

    Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches.

    Actively take part in training s and ensure clearing all the assigned assessments on stipulated time.

    Desired qualifications and experience:

    Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.

    vELIGIBILITY

    ØCandidates who have a performance rating of G3V3 & have completed 18 months in the current role.

    FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3

    Knowledge and skills required:

    ·Ability to work in a fast paced environment

    ·Strong people skills

    ·Good co-ordination skills

    ·Data management on Excel should be good

    ·Accounting Knowledge

    ·Customer Centric

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    Manager - Customer Engagement

    Mumbai, Maharashtra Max Life Insurance

    Posted today

    Job Viewed

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    Job Description

    KEY RESPONSIBILITIES

  • Digital Customer Engagement Call Quality Audit of digital calls taken by respective team members. Ensuring quality in Digital calls and responsible for Call Quality Scores. Reduction in CXO escalation / Service Grievance
  • 13M & 25M Persistency Driving 0-60-day collection by calling the customers / sellers Driving 0-90-day collection by calling the customers / sellers
  • Creating visibility for all stake-holders and having a weekly governance rhythm with the Regional Manager / Office Heads & DIGITAL CET team. Corrective and preventive measures to be implemented to improve persistency, FTR & P2A.

  • Retention Engage to retain – Retaining customers with mis-selling complaint Freelook – Retaining customers who wish to cancel the policy Surrender – Retaining customer who come to surrender the policy ECS – Retaining customers who want to deactivate their ECS payment method
  • Training and skilling the front-end team on how to engage with the Digital customers by using the retention tools and objection handling scripts. Collaborating with the OH to form an effective task team.

  • Revenue Generation – Service to Sales / Recruitment Identify training needs of Digisaarthi team and skill them. Coaching and Developing the team to meet their goals Driving the team to always look for opportunity to upsell a customer once retained.
  • Business Deliverables Enabling the advisors and distribution team on how to manage the WIP on mPro/ SARAL and servicing in mPower. Traction of Applied to Paid for the region Conducting process refreshers and process changes session with the distribution team
  • Distribution Engagement Monthly connect with the OH Creating awareness amongst Advisors – Quality of Business Coordination with various stake holders
  • Building Leadership and People Capability Structured capability / competency building and succession planning Retain top performers Generating ideas to improve the process / systems Employee engagement Driving key initiatives and projects in the region
  • Audit & Compliance Ensuring regulatory and statutory compliance Zero dilution in the process adherence Self Audit of the assigned branches
  • Measures of Success

  • Quality Scores (OA-95% / FEA-100%)
  • Reduction in CXO escalation by 50%
  • DNPS Scores >=94
  • Customer Engagement >50%
  • 13M Persistency >=90%
  • 25M Persistency >=88%
  • Engage to Retain >=65%
  • Freelook retention >=50%
  • Surrender retention >=70%
  • ECS retention >=50%
  • S2S, S2R – 100% As per the Target
  • Applied to Paid >=92%
  • Key Goal (Business)

  • Driving customer Retention& Persistency
  • Meeting S2S/R target for the region.
  • Distribution engagement
  • Identify training needs of Front end team and skilling them.
  • Key Relationships (Internal /External)

    Collaboration with Zonal / Regional / Digital CET, Collaboration with Distribution & Cross Functional Teams

    Key competencies/skills required

  • Must have minimum 7-9 years of experience of which at least 3 years should have been spent in Operations and / or Customer Service on a supervisory role
  • Interpreting, analyzing data using statistical techniques for trends
  • Develop and Implement databases, data collection systems, data analytics, and other strategies that optimize statistical efficiency and quality.
  • Good presentation skills
  • Desired qualification and experience

    Post Graduate in Management preferred

    Must have minimum 7-9 years of experience of which at least 2-3 years should have been spent on the supervisory role in Operations / or Customer Service

    Experience of managing Operations / or Customer Service

    This advertiser has chosen not to accept applicants from your region.

    Manager - Customer Engagement

    Kolkata, West Bengal Max Life Insurance

    Posted today

    Job Viewed

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    Job Description

    Key Responsibilities

    :
  • Managing office administration assets and upkeep of the same.
  • Agents Contracting
  • New Business Processing
  • Banking of Initial & Renewal Premium
  • Managing Petty cash & vendor payments
  • Retention of Surrender Requests
  • Execution of all Service Requests - Post Policy Issuance
  • Reverting on customer queries and complaints
  • Maintaining high NPS Scores
  • Life Claims processing
  • Handling compliance issues.
  • Audit Rating
  • Measure of Success:  

  • Customer Engagement – As per the process
  •  Retention (All 4 cohorts) – As per the Process
  • NPS-85
  • 100% Banking with 24 hours.
  • Vendor payment TAT should be <10 days
  • Surrender Requests <1%
  • 100 % Accuracy of POS requests
  • 100 % Accuracy of Customer service
  • Zero Day upload of POS & Claims Docs in FTP server.
  • Audit rating 2 
  • Persistency
  • New Business P2A Drive
  • Review of team members Quarterly
  •  Desired qualifications and experience:

  • Graduate / Post-Graduate in any discipline.
  • 10 years experience handling front end customer services
  • Knowledge of service quality is required
  • Team handling with more than 8 employees
  • Knowledge and skills required:  

  • Must be highly customer centric
  • Excellent communication skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • This advertiser has chosen not to accept applicants from your region.

    Executive - Customer Engagement

    Gurugram, Uttar Pradesh Max Life Insurance

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Key Responsibilities

    :

    Handling Digital Calls (Call Quality Audit Process Adherence)

    Query resolution and Service request processing at Digital Calls.

    Service to Sales/Recruitment lead Generation and Conversion.

    Ensuring 13M & 25M persistency collection.

    Retaining customer coming in for Surrender/ECS/FLC/E2R

    New Business WIP Management

    Statutory Compliance & Branch Risk Rating

    Training & Certification

    Measure of Success:

    1. Total Duration for which the user was active (As per the OD’s)

    2. No of calls attended by the User (As per the OD’s)

    3. Average Call handling Time (As per the OD’s)

    4. Time taken(lag) to pick up the call (As per the OD’s)

    1. Ensuring timely and accurate resolution ( Reduction in service grievance & CXO escalation)

    2. Digital NPS/ Surrender NPS (As per the Goal Sheet)

    3. POS decline Management (As per the Goal Sheet)

    4. WIP Management

    5. S2S/R Lead Generation and follow-up with Distribution till conversion

    1. Monthly Calling on 13M & 25M Callable base assigned

    2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases)

    1. Surrender Retention both on value & Volume. (As per the Goal Sheet)

    2. ECS Retention both on value & Volume. (As per the Goal Sheet)

    3. Free-look retention Value (As per the Goal Sheet)

    4. E2R Retention Volume. (As per the Goal Sheet)

    1.WIP Management

    2. P2A (Paid to Applied) (As per the Goal Sheet)

    2. FTR (First Time Right) (As per the Goal Sheet)

    3. E-Nach adoption(Online ECS Registration)

    4. Agent engagement (NPS)

    Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches.

    Actively take part in training s and ensure clearing all the assigned assessments on stipulated time.

    Desired qualifications and experience:

    Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.

  • ELIGIBILITY
  • Candidates who have a performance rating of G3V3 & have completed 18 months in the current role.
  • FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3

    Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric
  • This advertiser has chosen not to accept applicants from your region.
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    Executive - Customer Engagement

    Mumbai, Maharashtra Max Life Insurance

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Key Responsibilities

    :

    Handling Digital Calls (Call Quality Audit Process Adherence)

    Query resolution and Service request processing at Digital Calls.

    Service to Sales/Recruitment lead Generation and Conversion.

    Ensuring 13M & 25M persistency collection.

    Retaining customer coming in for Surrender/ECS/FLC/E2R

    New Business WIP Management

    Statutory Compliance & Branch Risk Rating

    Training & Certification

    Measure of Success:

    1. Total Duration for which the user was active (As per the OD’s)

    2. No of calls attended by the User (As per the OD’s)

    3. Average Call handling Time (As per the OD’s)

    4. Time taken(lag) to pick up the call (As per the OD’s)

    1. Ensuring timely and accurate resolution ( Reduction in service grievance & CXO escalation)

    2. Digital NPS/ Surrender NPS (As per the Goal Sheet)

    3. POS decline Management (As per the Goal Sheet)

    4. WIP Management

    5. S2S/R Lead Generation and follow-up with Distribution till conversion

    1. Monthly Calling on 13M & 25M Callable base assigned

    2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases)

    1. Surrender Retention both on value & Volume. (As per the Goal Sheet)

    2. ECS Retention both on value & Volume. (As per the Goal Sheet)

    3. Free-look retention Value (As per the Goal Sheet)

    4. E2R Retention Volume. (As per the Goal Sheet)

    1.WIP Management

    2. P2A (Paid to Applied) (As per the Goal Sheet)

    2. FTR (First Time Right) (As per the Goal Sheet)

    3. E-Nach adoption(Online ECS Registration)

    4. Agent engagement (NPS)

    Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches.

    Actively take part in training s and ensure clearing all the assigned assessments on stipulated time.

    Desired qualifications and experience:

    Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.

  • ELIGIBILITY
  • Candidates who have a performance rating of G3V3 & have completed 18 months in the current role.
  • FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3

    Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric
  • This advertiser has chosen not to accept applicants from your region.

    Executive - Customer Engagement

    Kolkata, West Bengal Max Life Insurance

    Posted today

    Job Viewed

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    Job Description

    Key Responsibilities

    :
  • Processing of New Business Queries
  • Discrepancy Management – FOP’s
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll Coll clearance
  • Petty Cash Management
  • Vendor Management
  • Statutory and Facility Management
  • Agency Contract – Existing agents
  • Adherence to all regulatory requirements

  • Processing of customer request – POS
  • Sales to Service & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue
  • Measure of Success:

  • Applied to Paid ratio > 88%
  • Reduction in discrepancy rate <3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines
  • Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month >89%
  • Surrender/Retention>70%,ECS Retention>30%
  • Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance
  • ELIGIBILITY
  • Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
  • Candidates who have a performance rating of G3M3 & have completed 18 months in the current role
  • FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

    Knowledge and skills required:

  • Ability to work in a fast paced environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric
  • This advertiser has chosen not to accept applicants from your region.

    Customer Engagement Executive

    Mumbai, Maharashtra Baclinc

    Posted today

    Job Viewed

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    Job Description

    Baclinc is a comprehensive Digital Marketing Company specializing in assisting businesses in achieving success through Website development, SMM, SEO and more. Our company fosters a culture of excellence, providing an environment where you can not only enhance your design skills but also gain invaluable hands-on experience collaborating with renowned brands.

    **Your Responsibilities**:

    - Assist senior business development professionals in identifying new business opportunities and potential clients or partners.
    - Research and analyze market trends, competitor activities, and potential customer needs.
    - Build and maintain relationships with existing and potential clients or partners through regular communication and networking efforts.
    - Assist in the development of business proposals, presentations, and other materials to support business development efforts.
    - Collaborate with senior business development professionals to develop and execute strategic plans for growth.
    - Stay up-to-date on industry developments and best practices in business development.
    - Perform other duties as assigned to support the overall goals and objectives of the business development team.

    **Applicant Preferences**
    - Must be a graduate.
    - Minimum 3-6 months experience in customer engagement, business development, marketing, or a related field is preferred.
    - Digital industry experience is a plus
    - Excellent communication and interpersonal skills.
    - Strong analytical and research skills.
    - Ability to work independently and collaboratively in a team environment.
    - Willingness to learn and adapt to new challenges and opportunities.
    - A proactive and results-oriented mindset.

    Pay: ₹10,000.00 - ₹15,000.00 per month

    **Benefits**:

    - Paid sick time
    - Paid time off

    Schedule:

    - Day shift

    Supplemental pay types:

    - Yearly bonus

    Ability to commute/relocate:

    - Powai, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

    Application Question(s):

    - Are you currently working anywhere? If Yes, what is the notice period duration?
    - Are you comfortable with working hours 11 am to 7 pm (Mon - Sat), Powai?
    - Current Monthly In Hand Salary
    - Expected Monthly In Hand Salary
    - Mention your relevant years of experience?

    Work Location: In person
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