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Business Development Manager
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Lakshmīpuram

    business development manager - Lakshmipuram, India - Peerless Financial Products Distribution Ltd.

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

    11 hours ago

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    Description
    Job Description

    Branch Operations
    • Log-in of proposal/application forms for all business verticals daily
    • Log-in and issuance of GI Policies in CRM
    • Daily monitoring of processes and ensuring completion within defined TAT
    • Generation of CTF, ATF, RTF, and DTF daily
    • Maintaining business quality to reduce error rate and maximize revenue
    • Business solicitation/lead generation
    • Verification of Proposal Forms and other documents
    • Performing any other delegated tasks

    Cash Management
    • Premium acceptance and issuance of money receipt as per current HO Guidelines
    • Currency verification during premium acceptance
    • Verification of third-party cheque/authenticity of instrument
    • Accounting of Business Collection at the branch office
    • Banking of Business Collection within defined TAT for all business verticals

    Sales Management
    • Identifying potential customers and establishing business relationships
    • Managing relationship-building exercises like key customer meets
    • Achieving individual revenue targets
    • Organizing corporate meetings for product presentations

    Regulatory & Compliance
    • Ensuring Regulatory and Internal compliance of defined processes
    • Submission/despatch of Proposal & Application Forms within defined TAT
    • Completing Televerification within defined TAT

    Customer Servicing
    • Acceptance and processing of Customer Service Requests within defined TAT
    • Resolving customer enquiries/grievances through laid-down processes/guidelines
    • Tracking and monitoring renewal dues for all business verticals
    • Supporting in managing Customer Day Activities and post-sales services

    Administrative Responsibility

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


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