BUSINESS DEVELOPMENT MANAGER

Job Description ROLES  &  RESPONSIBILITIES  OF  BUSINESS  DEVELOPMENT  MANAGER   Role  Name/Designation BUSINESS  DEVELOPMENT  MANAGER Function/Department SALES   Grade ASSISTANT  MANAGER Reporting To Functionally Administratively BRANCH  HEAD Branch  Head Purpose  of  the  Role Achieving  branch  sales  target,  meeting  revenue  target, fulfilling  customer  services  requirement  by applying  standard checks  and  controls. Key  Functional Responsibilities  of the  Role A.  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  maximizing  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 1 Timely  SOD  & EOD  on  daily  basis. 2 Carry  out different  organizational activities  at  branch  level 3 Provide  administrative support to  branches in  coordination  with  HO 4 Possess  and  handle  keys  to  branch  Safe  and  Branch  office  premises 5 Responsible  for  opening  and  closing  of  branch  office on  daily  basis Requirements QUALIFICATION - GRADUATION. LOCAL CANDIDATES MAINLY PREFFERED. HAVING KNOWLEDGE ABOUT INSURANCE SELLING  (AGENCY CHANNEL PREFERED) WORK EXPERIENCE - 2-3 YEARS IN INSURANCE DOMAIN - AGENCY CHANNEL. HAVE KNOWLEDGE ABOUT AGENCY CHANNEL, RECRUITING AGENTS AND PROCURING BUSINESS.  CTC - 3-5 LPA. Benefits GROUP MEDICLAIM FOR SELF (INCLUDING SPOUSE AND UPTO 2 CHILDREN) AND PARENT. GROUP TERM INSURANCE. MOBILE REIMBURSEMENT. CONVEYANCE REIMBURSEMENT. LEAVE ENCASHMENT. GRATUITY. PF. ESI. STATUTORY BONUS. Requirements ROLES & RESPONSIBILITIES OF BUSINESS DEVELOPMENT MANAGER Role Name/Designation BUSINESS DEVELOPMENT MANAGER Function/Department SALES Grade ASSISTANT MANAGER Reporting To Functionally Administratively BRANCH HEAD Branch Head Purpose of the Role Achieving branch sales target, meeting revenue target, fulfilling customer services requirements by applying standard checks and controls. Key Functional Responsibilities of the Role A. 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 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 / dispatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT 3 Complete Tele verification 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 1 Timely SOD & EOD in SFDC on daily basis. 2 Carry out different organizational activities at branch level 3 Provide administrative support to branches in coordination with HO 4 Possess and handle keys to branch Safe and Branch office premise 5 Responsible for opening and closing of branch office on daily basis Requirements QUALIFICATION - GRADUATION. LOCAL CANDIDATES MAINLY PREFFERED. HAVE KNOWLEDGE ABOUT SELLING INSURANCE (AGENCY CHANNEL PREFERED) WORK EXPERIENCE - 2-3 YEARS IN INSURANCE DOMAIN. HAVE KNOWLEDGE ABOUT AGENCY CHANNEL, RECRUITING AGENTS AND PROCURING BUSINESS.