Peerless Financial Products Distribution Ltd.
Location
Kurukshetra (district) | India
Job description
A. Branch Operations
1
Login of proposal / application forms for all business verticals on daily basis in SFDC
2
Login 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 / 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 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 premises
5
Responsible for opening and closing of branch office on daily basis
BRANCHES TO OPERATE Kurukshetra.
CTC AND BENEFITS AS PER INDUSTRY STANDARDS.
Job tags
Salary
