Branch Operations Executive

3 weeks ago

Shivamogga, India Tata AIA Life Insurance Full time

JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric BestEmployer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire anddevelop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse,equitable,andinclusiveworkenvironment, whereeachemployeeisvaluedasanindividualandtreatedwithrespect,care,andcompassion. Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. PositionOverview PositionTitle BranchOperationsExecutive Department Operations Level/Band Executive-201 Role Summary: -Adheretocashcounter timings -Cash&ChequeCollectionspolicypremium,Reporting,Lodgmentsandreconciliation,Bounced Cheque management -PettyCashManagement -SupportDistributionchannelsinpolicyissuance -Servicewalk-incustomerandattendtotheirservicerequirements -ServicetoSales–GenerateNBopportunityfromwalk-incustomersandassignedoutcallcampaigns -Customerretention B. OrganizationalRelationships ReportsTo Manager/ SeniorManager–Field Operations Supervises None JobDimensions GeographicAreaCovered SpecifiedBranch StakeholdersInternal Salesforce(allchannels),Finance&Accounts,Branchoperations StakeholdersExternal NoexternalinteractiontobedoneexceptingagentsandBAs C. KeyResultAreas Organizationprocess Key contributions Adheretocashcounter timings ·AdheretocashcountertimingsasmentionedintheSOPs. ·Controltheentry/exitintothecashierroomthroughentryinto registers Cash & Cheque Collections policypremium,Reporting, Lodgments and reconciliation, Bounced Cheque management ·Acceptpaymenttowardspremiumoragentfeesandsubsequent lodgment of the same on the next day. ·PerformEODchecksforcollectionsinaccordancewithSOP. ·TRStationaryManagement. ·SafeKeyManagement PettyCash Management ·RecordingofPettycash,subjectedtoapproveditemsmentioned on the lists as per the SOP. ·AccountingforthesameaspertheSOP formats AgentCommissionCheques handover ·Agentcommissionchequesdistributionandmanagementinline with SOP norms. AgentLicensehandling ·AgentlicensesdistributionandmanagementinlinewithSOP norms CustomerService ·

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