sales executive business development managerassistant branchmanager - Kollam, India - Peerless Financial Products Distribution Ltd.

Description

BranchOperations

1

Loginofproposal/applicationformsforallbusinessverticalsondailybasis

2

LoginandissuanceofGIPoliciesinCRM

3

DailymonitoringofexistingprocessesandensuringcompletionwithindefinedTAT

4

GenerationofCTFATFRTFandDTFondailybasis

5

Maintainingbusinessqualityreduceerrorrateformaximisingrevenue

6

Businesssolicitation/leadgeneration

7

VerificationofProposalFormsandotherdocuments

8

Anyother act deedor things asmay bedelegated oradvised fromtimetotime

B.CashManagement

1

Premiumacceptance andissuanceofmoneyreceiptaspercurrentHOGuidelines

2

Currencyverificationatthe timeofpremiumacceptance

3

Verificationofthirdparty cheque/authenticity ofinstrument

4

AccountingofBusiness