BRANCH MANAGER
Peerless Financial Products Distribution Ltd
Date: 2 weeks ago
City: Kozhikode, Kerala
Contract type: Full time
Job Description
Branch Operations
1
Log-in of proposal / application forms for all business verticals on daily basis
2
Log-in and issuance of GI Policies in 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 maximising revenue
6
Business solicitation / 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
B. 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
Requirements
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
Branch Operations
1
Log-in of proposal / application forms for all business verticals on daily basis
2
Log-in and issuance of GI Policies in 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 maximising revenue
6
Business solicitation / 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
B. 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
Requirements
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
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