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Peerless Financial Products Distribution

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3.7

based on 41 Reviews

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1 Peerless Financial Products Distribution Job

Business Development Manager / Assistant Branch Manager

Peerless Financial Products Distribution Ltd

 · 

3.7

 based on 41 Reviews

4-9 years

Warangal

1 vacancy

Business Development Manager / Assistant Branch Manager

Peerless Financial Products Distribution

posted 18hr ago

Job Role Insights

Flexible timing

Key skills for the job

Customer Service Salesforce SFDC Hospital Administration Cash Management Services CRM

+ 4 more

Job Description

Responsible for opening and closing of branch office on daily basis

Provide administrative support to branches in coordination with HO
Possess and handle keys to branch Safe and Branch office premises
Attending and resolving Customer enquiry / grievances through laid down process / guidelines
Tracking & monitoring of renewal dues, both for all business verticals
Extend support in managing Customer Day Activities
Extend support on post sales services

Purpose of the Role
Achieving branch sales target, meeting revenue target, fulfilling customer services requirement by applying standard checks and
controls.


Key Functional Responsibilities of the Role

A. Branch Operations
Log-in of proposal / application forms for all business verticals on daily basis in SFDC
Log-in and issuance of GI Policies in ITGI CRM
Daily monitoring of existing processes and ensuring completion within defined TAT
Generation of CTF, ATF, RTF and DTF on daily basis
Maintaining business quality - reduce error rate for maximizing revenue
Business solicitaion / lead generation
Verification of Proposal Forms and other documents
Any other act, deed or things as may be delegated or advised from time to time

B. Cash Management
Premium acceptance and issuance of money receipt as per current HO Guidelines
Currency verification at the time of premium acceptance
Verification of third party cheque / authenticity of instrument
Accounting of Business Collection at branch office
Banking of Business Collection within defined TAT for all business verticals

C. Sales Management
Responsible for identifying potential customers and establish business relationship with them.
Manage and conduct of various relationship building exercises like key customer meet.
Achieving individual revenue targets as decided from time to time.
Organizing corporate meeting for product presentation.

D. Regulatory & Compliance
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct
Submission / despatch of Proposal & Application Form to Principal/Partner & RTA within defined TAT
Complete Televerification within defined TAT

E. Customer Servicing
Acceptance and processing of Customer Service Requests with defined TAT

Employment Type: Full Time, Permanent

Read full job description

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What people at Peerless Financial Products Distribution are saying

Business Development Manager salary at Peerless Financial Products Distribution

reported by 4 employees
₹3.8 L/yr - ₹6 L/yr
41% less than the average Business Development Manager Salary in India
View more details

What Peerless Financial Products Distribution employees are saying about work life

based on 41 employees
57%
79%
60%
100%
Flexible timing
Monday to Friday
Within city
Day Shift
View more insights

Peerless Financial Products Distribution Benefits

Health Insurance
Soft Skill Training
Job Training
Free Transport
Work From Home
Team Outings +6 more
View more benefits

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