SALES EXECUTIVE/ ASSISTANT BRANCH MANAGER/ BUSINESS DEVELOPMENT MANAGER

Updated: May 29, 2024 04:41 PM GMT

Peerless Financial Products Distribution Ltd

Berhampore, West Bengal

Job Description

Key Functional Responsibilities of the Role
• Branch Operations

1 Log-in of proposal / application forms for all business verticals on daily basis in SFDC

2 Log-in and issuance of GI Policies in ITGI CRM

3 Daily monitoring of existing processes and ensuring completion within defined TAT

4 Generation of CTF, ATF, RTF and DTF on daily basis

5 Maintaining business quality - reduce error rate for maximizing revenue

6 Business solicitaion / lead generation

7 Verification of Proposal Forms and other documents

8 Any other act, deed or things as may be delegated or advised from time to time
• Cash Management

1 Premium acceptance and issuance of money receipt as per current HO Guidelines

2 Currency verification at the time of premium acceptance

3 Verification of third party cheque / authenticity of instrument

4 Accounting of Business Collection at branch office

5 Banking of Business Collection within defined TAT for all business verticals
• Sales Management

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