Madara Gamage Mba (Uk) Email & Phone Number

Kandy, Central Province, Sri Lanka

Kandy, Central Province, Sri Lanka

Kandy District, Central Province, Sri Lanka

☛ Receive the Tab proposal forms, issue the deposit premium receipts. Follow up with pending requirements, medicals and coordinate the process until the policy is accepted.☛ Receipting correct amount of cash and cheques according to the given company guideline and continue the banking process.☛ Send the original DBR and copies of the deposit slips of the finance Department with the approval of the authorized personnel and the RDM and file a copy of the DBR , deposit slips and branch receipts in the relevant file. ☛ Issuing quotations and other dales function related to direct and indirect customers. ☛ Follow up on Servicing & medical claims. ☛ Prepare document required for the payments of structured and non-structured claims. ☛ Advisor Recognition follow up, Preparation of documents related to financial benefits, Advisor recruitment process management. ☛ Renewal payment collect with PCU Officer. ☛ Stationery & Complimentary Items stock management. ☛ Record keeping of the Sales Process Documentation. ☛ Daily follow up on business figures of the SBU and updating the Sales Team on same. ☛ Coordinating with the SBU Management & preparing document & Power Point Presentations for SBU Meetings. Preparing Documentation of special MEMO’s instructed by the AGM to correspond with the Head Office regarding SBU matters. ☛ Reviewed work procedures and operational challenges and implemented ways to boost service, efficiency, or protection. ☛ Handling and listening to both external and internal telephone calls and Achieved 100% scores in all areas of customer service, including active listening, leadership skills, problem-solving, and friendliness.☛ Implemented and maintained standard operational procedures for guests and staff to ensure a safe and inviting environment.