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regional business manager
3 months ago
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 Collection at branch office
5
Banking of Business Collection within defined TAT for all business verticals
C. Sales Management
1
Responsible for identifying potential customers and establish business relationship with them.
2
Manage and conduct of various relationship building exercises like key customer meet.
3
Achieving individual revenue targets as decided from time to time.
4
Organizing corporate meeting for product presentation.
D. Regulatory & Compliance
1
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct
2
Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT
3
Complete Televerification within defined TAT
E. Customer Servicing
1
Acceptance and processing of Customer Service Requests with defined TAT
2
Attending and resolving Customer enquiry / grievances through laid down process / guidelines
3
Tracking & monitoring of renewal dues, both for all business verticals
4
Extend support in managing Customer Day Activities
5
Extend support on post sales services
F. Administrative Responsibility
RequirementsChannel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
