BUSINESS DEVELOPMENT MANAGER / ASSISTANT BRANCH MANAGER
BUSINESS DEVELOPMENT MANAGER / ASSISTANT BRANCH MANAGER
Posted on :
26-06-2025
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1 Vacancy
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Job Description
Job Description;
A. Business Development;
Log-in of proposal / application forms for all business verticals on daily basis on particular existing system provided.
Log-in and issuance of Policies.
Daily monitoring of existing processes and ensuring completion within defined TAT.
Maintaining business quality - reduce error rate for maximizing revenue.
Business solicitation/ lead generation.
B. Cash Management;
Premium acceptance & issuance of money receipt as per current HO Guidelines.
Verification of cash during premium acceptance & third party cheque/ authenticity of instrument.
Accounting of Business Collection at branch office.
Banking of Business Collection within defined TAT.
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 & product presentation meetings.
Achieving individual revenue targets as decided from time to time.
D. Regulatory & Compliance;
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct & within TAT.
E. Customer Servicing;
Acceptance and processing of Customer Service Requests with defined TAT.
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 & post sales services.
F. Administrative Responsibility;
Timely SOD & EOD in existing provided system on daily basis.
Provide administrative support to branch in coordination with HO.
Possess and handle keys to branch Safe and Branch office premises.
Qualifications;
Strong business development sales and negotiation skills.
Knowledge of insurance products mutual funds and financial services.
Excellent communication and interpersonal abilities.
Ability to analyze market trends and opportunities.
Proven track record of meeting and exceeding sales targets.
A. Business Development;
Log-in of proposal / application forms for all business verticals on daily basis on particular existing system provided.
Log-in and issuance of Policies.
Daily monitoring of existing processes and ensuring completion within defined TAT.
Maintaining business quality - reduce error rate for maximizing revenue.
Business solicitation/ lead generation.
B. Cash Management;
Premium acceptance & issuance of money receipt as per current HO Guidelines.
Verification of cash during premium acceptance & third party cheque/ authenticity of instrument.
Accounting of Business Collection at branch office.
Banking of Business Collection within defined TAT.
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 & product presentation meetings.
Achieving individual revenue targets as decided from time to time.
D. Regulatory & Compliance;
To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct & within TAT.
E. Customer Servicing;
Acceptance and processing of Customer Service Requests with defined TAT.
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 & post sales services.
F. Administrative Responsibility;
Timely SOD & EOD in existing provided system on daily basis.
Provide administrative support to branch in coordination with HO.
Possess and handle keys to branch Safe and Branch office premises.
Qualifications;
Strong business development sales and negotiation skills.
Knowledge of insurance products mutual funds and financial services.
Excellent communication and interpersonal abilities.
Ability to analyze market trends and opportunities.
Proven track record of meeting and exceeding sales targets.
Requirements
1. MINIMUM QUALIFICATION - GRADUATE.
2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE.
3. EXPERIENCE IN AGENCY CHANNEL SALES PREFERABLE.
4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE.
5. EXPERIENCE - 1-3 YEARS
6. CTC- 3- 5 LPA
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General Insurance principal agents, agency channel.
Education
GRADUATION.
Employment Type
Full Time
Key Skills
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