sales executive business development managerassistant branchmanager - Bengaluru, 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
Accounting Channel Distribution, Agency Handling,Broking of Insurance Products under the category of Life, Healthand General