Peerless Financial Products Distribution Ltd.
Location
Puri | India
Job description
Branch Operations
1
Login of proposal / application forms for all business verticals on daily basis
2
Login 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 maximising 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 Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
Job tags
Salary
