SALES EXECUTIVE ASSISTANT BRANCH MANAGER

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

Requirements

Benefits