SALES EXECUTIVE

Branch Operations

1

Log-in of proposal / application forms for all business verticals on daily basis

2

Log-in 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 of Business

RequirementsGRADUATE

Full time