SALES EXECUTIVE / BUSINESS DEVELOPMENT MANAGER/ASSISTANT BRANCH MANAGER

☞ Peerless Financial Products Distribution Ltd.

View: 104

Update day: 20-04-2024

Location: Alappuzha / Alleppey Kerala

Category: Sales

Industry: Insurance

Position: Mid-Senior level

Job type: Full-time

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Job content

Branch Operations

1

Log-in of proposal / application forms for all business verticals on daily basis

2

Log-in and issuance of GI Policies in CRM

3

Daily monitoring of existing processes and ensuring completion within defined TAT

4

Generation of CTF, ATF, 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 from time to time

B. Cash Management

1

Premium acceptance and issuance of money receipt as per current HO Guidelines

2

Currency verification at the time of premium acceptance

3

Verification of third party cheque / authenticity of instrument

4

Accounting of Business
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Deadline: 04-06-2024

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