BUSINESS DEVELOPMENT MANAGER / ASSISTANT BRANCH MANAGER

ROLES&RESPONSIBILITIESOFBUSINESSDEVELOPMENTMANAGER

RoleName/Designation

BUSINESSDEVELOPMENTMANAGER

Function/Department

SALES

Grade

ASSISTANTMANAGER

Reporting To

Functionally

Administratively

BRANCHHEAD

BranchHead

PurposeoftheRole

Achieving branch sales target, meeting revenue target, fulfilling customer services requirment by applying standard checks and controls.

KeyFunctional Responsibilities

A.BranchOperations

1

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

2

Log-in 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.CashManagement

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

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.CustomerServicing

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.AdministrativeResponsibility

1

Timely SOD & EOD in SFDC on daily basis.