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Kollam

    branch manager - Kollam, India - Peerless Financial Products Distribution Ltd.

    Peerless Financial Products Distribution Ltd.
    Peerless Financial Products Distribution Ltd. Kollam, India

    1 week ago

    Default job background
    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



    Channel Distribution, Agency Handling, Broking of InsuranceProducts under the category of Life, Health andGeneral

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