accounting and finance jobs

* Duties and Responsibilities – 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) • Hub branch – CSB & create beat plan for CSB+ branches • Ensure branch relationship management to generate leads for partner RM • Lobby management – Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches • Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM’s • Support Contest & R&R drives through the branch team • Coordinate with partner RM’s for policy issuance & branch team for pending resolutions • Take part in the morning huddle for the branch & discuss on Insurance products <xqyqz> prospects <xqyqz> lead status • Engage partner RM’s to participate in branch huddle for any pending issue resolution • Deliver self productivity target designated as per branch mapping • Facilitate cluster meet in alignment with the partners • Ensure partner mix delivery • Generate leads from cashier teams across branches & ensure self closure • Ensure 100% branch visits every week for branch & cashier activation
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