INSURANCE EXECUTIVE (Kochi)

INSURANCE EXECUTIVE (Kochi)

18 Oct
|
DASHAMI FINANCE
|
Kochi

18 Oct

DASHAMI FINANCE

Kochi

Company :- PURVAJA FINCAP PVT LTD

Location :- THRIPUNITHURA

Job Responsibilities of ABM

- Assist the Branch Manager in managing daily branch operations.
- Supervise and coordinate the activities of branch staff.
- Support the achievement of monthly business, sales, and collection targets.
- Monitor loan applications, customer documentation, and verification processes.
- Follow up on overdue accounts and support collection activities.
- Identify current business opportunities and develop customer relationships.
- Monitor staff attendance, daily work reports (DWR), and performance.
- Ensure proper maintenance of branch records and reports.
- Handle customer queries and resolve complaints professionally.
- Ensure compliance with company policies, procedures, and applicable regulations.
- Report branch performance and operational issues to the Branch Manager.

Job Responsibilities of SRE

- Develop and maintain strong relationships with existing and prospective customers.




- Generate new business leads and promote the company's financial products.
- Achieve assigned monthly sales and business development targets.
- Follow up with customers regarding loan repayments and overdue accounts, as assigned.
- Assist customers with applications, KYC, documentation, and verification.
- Conduct field visits to meet customers and identify business opportunities.
- Explain financial products, eligibility criteria, and repayment terms to customers.
- Maintain customer records and submit daily work reports (DWR).
- Coordinate with the ABM and Branch Manager to achieve branch targets.
- Provide timely customer service and resolve routine customer issues.
- Follow company policies and applicable regulatory guidelines.

Work Location: In person

📌 INSURANCE EXECUTIVE (Kochi)
🏢 DASHAMI FINANCE
📍 Kochi

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