Branch Operations Executive

3 days ago

India Tata AIA Life Full time

**Job Description
**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:

- Issuance
- S2S
- Opportunity analysis
- Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required.
- Coordination with other HO stakeholders for various MIS/Reports etc.
- Collating of issuance related feedbacks on a regular basis from the stakeholders.
- Preparing monthly dashboards/
- 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 )**
- S2S Drive : Support the Branch team with daily S2S updates
- Support the Branch with Opportunity analysis from walk in/Outcall
- Issuance Drive : Track daily BOD pending details and share the same with all stakeholders
- Collate the feedback of resolve commitments
- Share the EOD updates on NB Pending cases
- Branch Mapping & Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change
- Outcall data upload in Ubona every month post coordinating with HO S2S team.
- Prepare monthly /YTD dashboards
- Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement
- 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

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