Branch Manager Business Development

3 weeks ago


Vizag, Andhra Pradesh, India Peerless Financial Products Distribution Ltd. Full time
Branch Operations

As a key member of our team, you will be responsible for the daily operations of our branch, ensuring that all processes are completed within defined timelines.

Key Responsibilities:

  1. Login and issuance of proposal/application forms for all business verticals on a daily basis
  2. Login and issuance of GIP policies in CRM
  3. Daily monitoring of existing processes and ensuring completion within defined TAT
  4. Generation of CTF, ATF, RTF, and DTF on a daily basis
  5. Maintaining business quality, reducing error rates for maximizing revenue
  6. Business solicitation/lead generation
  7. Verification of Proposal Forms and other documents
  8. Any other acts or deeds as may be delegated or advised from time to time
Cash Management

You will also be responsible for 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.

Key Responsibilities:

  1. Premium acceptance and issuance of money receipts as per current HO guidelines
  2. Currency verification at the time of premium acceptance
  3. Verification of third-party cheques

Education: Graduation


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