Assistant branch manager

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Peerless Financial Products Distribution Ltd. Full time

Job Description 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

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