Business Development Executive (CRM Sales)

ROLES & RESPONSIBILITIES OF

BUSINESS DEVELOPMENT MANAGER

Role Name/Designation

BUSINESS DEVELOPMENT MANAGER

Function/Department

SALES

Grade

ASSISTANT MANAGER

Reporting To

Functionally

Administratively

BRANCH HEAD

Branch Head

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

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 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 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

Required Skills:
INSURANCE SELLING SALES AGENCY CHANNEL AGENTS PRINCIPAL AGENTS RECRUITING AGENTS
Required Education:

GRADUATION.