Business Development Manager
2 weeks ago
Key Responsibilities:
As a key member of our team at Peerless Financial Products Distribution Ltd., you will be responsible for managing branch operations, ensuring timely completion of tasks within defined timelines, and generating reports on a daily basis.
Key Tasks:
- Login and issuance of proposal/application forms for all business verticals on a daily basis.
- Login and issuance of GIP policies in CRM.
- Daily monitoring of existing processes and ensuring completion within defined TAT.
- Generation of CTF, ATF, and DTF on a daily basis.
- Maintaining business quality and reducing error rates for maximizing revenue.
- Business solicitation/lead generation.
- Verification of Proposal Forms and other documents.
- Any other acts or deeds as may be delegated or advised from time to time.
Additional Responsibilities:
Cash management, including premium acceptance and issuance of money receipts as per current HO guidelines, currency verification at the time of premium acceptance, and verification of third-party cheques.
Education:
Graduation.
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health, and General.
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