Job Description
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 requirment 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 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. 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. | |||||
Requirements
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