INSURANCE EXECUTIVE

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 new 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