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  • Business Development, Sales & Marketing We Need Dedicated Staff To Follow Up On Pending Agreement From The Agents, Validate and File Them To Avoid Any Compliance Discrepancies

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    Rajib Karki
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    Rabi in the Development, Sales & Marketing department is responsible for verifying documents from agents to avoid compliance issues. Key tasks include validating documents within a certain time period, keeping accurate records of documents received and filed, generating timely reports, onboarding new agent locations, and maintaining client relationships through weekly calls. Performance will be evaluated based on metrics in these key result areas, with the highest weightage given to verifying documents quality and quantity.

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    Sales

    Original Title

    KPI

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    Rabi in the Development, Sales & Marketing department is responsible for verifying documents from agents to avoid compliance issues. Key tasks include validating documents within a certain time period, keeping accurate records of documents received and filed, generating timely reports, onboarding new agent locations, and maintaining client relationships through weekly calls. Performance will be evaluated based on metrics in these key result areas, with the highest weightage given to verifying documents quality and quantity.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views1 page

    Business Development, Sales & Marketing We Need Dedicated Staff To Follow Up On Pending Agreement From The Agents, Validate and File Them To Avoid Any Compliance Discrepancies

    Uploaded by

    Rajib Karki
    Rabi in the Development, Sales & Marketing department is responsible for verifying documents from agents to avoid compliance issues. Key tasks include validating documents within a certain time period, keeping accurate records of documents received and filed, generating timely reports, onboarding new agent locations, and maintaining client relationships through weekly calls. Performance will be evaluated based on metrics in these key result areas, with the highest weightage given to verifying documents quality and quantity.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Business

    Employee
    : Rabi Department : Development, Sales
    Name
    & Marketing
    Justification: We need dedicated staff to follow up on pending agreement from the agents, validate and
    file them to avoid any compliance discrepancies.

    Task (Objectives) Key Result Area Key Performance Weightage


    Indicator
    Verifying Documents Private agents, Total time taken to
    Cooperatives, validate the documents
    30
    (Quality Checks)
    Total verified documents
    Total Number of
    documents received from
    agents
    Total documents received Agent Documentation
    Total email sent 25
    from agent as per checklist Record - Keeping
    Total number of
    documents printed and
    filed
    Generate and Provide
    Report Proper and timely
    20
    Record - Keeping maintenance of record in
    google drive

    Agent Expansion Private agents, No of Locations on


    Cooperatives, boarded
    15
    System Installation
    Dc Renewal
    Liaison with clients Agent Relationship No. of calls made per
    10
    week

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