Keywords / Skills : Degree holder in all discipline (Fresh graduate will also be considered) Mature, self-motivated, hardworking and willing to learn Energetic and Good communication skills Fluent in Cantonese and English is a must, Mandarin is advance.
We, as the IFA, do not represent any financial product providers. All we represent is you. From your perspective, we select the best financial products, to support you in realising your goals at different stages of life.
As the industry leader we set a benchmark by upholding Passion, Professionalism, and Integrity.
Our passion is to always ready to offer a wide range of product choices. Our professionalism is to ensure the excellence of our financial products. Our integrity promises that we only represent our clients. Convoy, your only IFA choice, representing you so you can achieve every life goal.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases