Branch Operations Executive

2 weeks ago

Kolkata West Bengal, India tata aia life insurance Full time

A Position Overview Position Title Executive Senior Executive Department Zone Operations Level Band Executive Sr Executives B Role Summary Please specify the few lines one the overall role expectation and delivery Daily MIS supporting to the Branch for driving o Issuance o S2S o Opportunity analysis o Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required o Coordination with other HO stakeholders for various MIS Reports etc o Collating of issuance related feedbacks on a regular basis from the stakeholders o Preparing monthly dashboards o Preparing presentation as and when required for review purpose C Organizational Relationships Reports to Senior Manager Supervises Nil D Job Dimensions Geographic Area Covered Pan India Stakeholders Internal All Ops HR IT etc External Vendors E Key Result Areas In Bullet points o S2S Drive Support the Branch team with daily S2S updates o Support the Branch with Opportunity analysis from walk in Outcall o Issuance Drive Track daily BOD pending details and share the same with all stakeholders o Collate the feedback of resolve commitments o Share the EOD updates on NB Pending cases o Branch Mapping Head count share the mapping details with allied dept on a monthly basis or as and when there is a change o Outcall data upload in Ubona every month post coordinating with HO S2S team o Prepare monthly YTD dashboards o Surrender Retention Provide assistance to Branches in coordination with HO BCT team if any requirement o Any other MISC MIS requirement as required by Sr Management F Competencies Please add relevant competencies Competencies to be filled as per the Competency dictionary only Process Orientation 2 Customer Consumer Engagement And Experience in a Hybrid World 2 Effective Communication 3 People Management 2 Attention To Details Solution Orientation 1 Change Management 1 o G Skills Required Technical Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills H Incumbent Characteristics Essential Desired Qualification Graduation Experience 2-3 Years in the area of MIS management About Company Tata AIA Life Insurance Company Limited Tata AIA Life is a joint venture company formed by Tata Sons Pvt Ltd and AIA Group Ltd AIA Tata AIA Life combines Tata s pre-eminent leadership position in India and AIA s presence as the largest independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region Tata AIA Life has written retail new business weighted premium of Rs 2 692 crore for the financial year 2019-20 For the same period the 13th month persistency of the company was at 89 10 and the individual death claims settlement ratio was 99 06 One of the fastest growing companies in the Life Insurance sector Tata AIA Life is now ranked at no 5 based on individual weighted new business premium

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