ASSISTANT BRANCH MANAGER / BUSINESS DEVELOPMENT MANAGER

Peerless Financial Products Distribution Ltd.
DIST- SOUTH GOA, GA, in
Full-time
Quick Apply

Job Description

Branch Operations

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

Log-in and issuance of GI Policies in CRM

Daily monitoring of existing processes and ensuring completion within defined TAT

Generation of CTF, ATF, RTF and DTF on daily basis

Maintaining business quality - reduce error rate for maximising revenue

Business solicitation / lead generation

Verification of Proposal Forms and other documents

Any other act, deed or things as may be delegated or advised from time to time

B. Cash Management

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

Currency verification at the time of premium acceptance

Verification of third party cheque /

Requirements

Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General

6 days ago
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