Business Development Manager
4 weeks ago
As a key member of the Peerless Financial Products Distribution Ltd. team, the Branch Operations Specialist will be responsible for ensuring the smooth operation of our business verticals. Key responsibilities include logging in proposal and application forms on a daily basis, issuing GI Policies in CRM, and monitoring existing processes to ensure timely completion. Additionally, the successful candidate will be responsible for generating CTF, ATF, RTF, and DTF on a daily basis, maintaining business quality, and soliciting new business opportunities. The ideal candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.
Cash Management
The Branch Operations Specialist will also be responsible for premium acceptance and issuance of money receipts, currency verification, and verification of third-party cheques.
Requirements
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
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