sales executive assistant branch manager - Mumbai, India - Peerless Financial Products Distribution Ltd.

Description

A.BranchOperations

1

Loginof proposal/ applicationforms forall businessverticals ondaily basisinSFDC

2

Loginand issuanceof GIPolicies inITGICRM

3

Dailymonitoring ofexistingprocesses andensuringcompletion withindefinedTAT

4

Generationof CTFATF RTFand DTFon dailybasis

5

Maintainingbusiness quality reduceerror ratefor maximizingrevenue

6

Businesssolicitation /leadgeneration

7

Verificationof ProposalForms andotherdocuments

8

Anyother act deed orthings as may bedelegated or advised fromtime totime

B.CashManagement

1

Premiumacceptance andissuance ofmoney receiptas percurrent HOGuidelines

2

Currencyverification atthe time ofpremiumacceptance

3

Verificationof thirdparty cheque /authenticity ofinstrument

4

Accountingof BusinessCollection atbranchoffice

5

Bankingof BusinessCollection withindefined TATfor allbusinessverticals

C.SalesManagement

1

Responsiblefor identifyingpotentialcustomers andestablishbusinessrelationship withthem.

2

Manageand conduct of variousrelationship buildingexercises likekey customermeet.

3

Achievingindividual revenuetargets as decided fromtime totime.

4

Organizingcorporate meetingfor productpresentation.

D.Regulatory&Compliance

1

Toensure Regulatoryand Internalcompliance of definedprocesses &ensure Code ofConduct

2

Submission/ despatch ofProposal &Application Formto Principal/Partner& RTA withindefinedTAT

3

CompleteTeleverificationwithin definedTAT

E.CustomerServicing

1

Acceptanceand processingof Customer ServiceRequests withdefinedTAT

2

Attendingand resolvingCustomer enquiry/ grievancesthrough laid downprocess /guidelines

3

Tracking& monitoring ofrenewal dues both for allbusinessverticals

4

Extendsupport in managing Customer DayActivities

5

Extendsupport onpost salesservices

F.AdministrativeResponsibility

1

TimelySOD & EODin SFDCon dailybasis.

2

Carryout different organizationalactivities atbranchlevel

3

Provideadministrative support tobranches incoordination withHO

4

Possessand handlekeys tobranch Safeand Branchofficepremises

5

Responsiblefor openingand closingof branchoffice on dailybasis

Requirements

Benefits