Branch Operations Executive

3 days ago

Hyderabad, India Tata AIA Life Full time

**A **Position Overview**

**Position Title
- Branch Operations Executive

**Department
- Operations

**Level/ Band
- 201 / 251 - Executive / Senior Executive**Role Summary**:Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives.

**B **Organizational Relationships**:Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest

**Reports To
- Branch Operations Incharge /Manager

**Supervises
- NA**C **Job Dimensions**

**Geographic Area Covered
- Branch office

**Stakeholders Internal
- Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels

**External
- TPA’s, Claimants, Claims Investigators, Customers, Channel Partners**D **Key Result Areas**

**Organization processes
**Key contribution
**Issuance**
**maximisation**
**.
- Ensure new business gets Data Entered at Zone as per SLA.- Ensure Auto - underwritable case gets issued as per SLA.- Monitor pending management, resolve collection in co-ordination with Sales.- Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO.- To maintain high issuance target.**Operations support.
- Co-ordinate with Scanning hub for timely scanning of branch new business.- Manage pending scanning and resolution between Sales, Scanning hub and HO U & I.- Ensure undelivered document management as per process.- Manage BREs, POS requests, reopening process, uncollected TRs as per process.- Manage freelook change and cancellation process.- Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities.- Answer non-routine queries which are not resolved by the front desk.- Review DCs under TPA tie-up for quality feedback.- BPQA Audit- Project test**Back-up operations
- To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd..- To work as back-up of BOI/BOM during absence.- To get acquainted on administration, facilities, IT and vendor management issues.**Drive new process initiatives
- Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster**MIS & Reporting
- Coordinate with Branch and HO for MIS for new business.- Prepare and analyse various daily reports and forward to the Operations and channel partners- Undertake feedback and follow-up review for new business.**Ensure adherence to BOE SOP
- Ensure adherence to BOE SOP- Conduct training for BA and advisors to increase issuance and pending resolution.**Risk
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

**E

**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
**-**

**F **Incumbent Characteristics
**Essential
**Desired
**Qualification
- Graduate

**Experience
- 2-3 years

  • Branch Head

    2 days ago

    Hyderabad, India Indusind Bank Full time

    Job Description A bank branch head isresponsible formanaging the daily operations of a branch, includingleading staff, ensuringcustomer satisfaction, andachieving sales and financial targets. Key duties include overseeing staff performance and development, implementing strategies to drive business growth, handling customer issues, managing budgets, and...

  • Branch Operations Executive

    6 days ago

    Hyderabad, India HDB Financial Services Limited Full time

    Co-ordination with central ops team.Preparing Daily / Monthly MIS reports.Customer KYC and secondary documents verification.Ensuring on-time payments of the customers.Ensure adherence of policies at all levelsThorough checking of all the files and ensure the data is complete and relevant Processing and Disbursement of files.Checking KYC documents.Handling...

  • Branch in Charge

    1 week ago

    Hyderabad, Telangana, India Love Collective Full time

    **Job Summary**: The Branch Incharge will oversee the day-to-day operations of the branch, ensuring smooth functioning, excellent customer service, and achievement of business goals. The role includes supervising branch staff, managing branch operations, ensuring compliance with company policies, and providing leadership to the team. This position demands...

  • Branch Manager

    2 weeks ago

    Madhapur, Hyderabad, Telangana, India Mintopps Pvt Ltd Full time ₹ 4,00,000 - ₹ 20,00,000 per year

    Branch Manager – Job DescriptionJob Summary:We are seeking an experienced and results-driven Branch Manager to oversee the operations, growth, and client relationships at one of our strategic branch locations. The ideal candidate will bring leadership, operational excellence, and business development expertise to manage day-to-day branch activities while...

  • Branch Sales Executive

    7 days ago

    Bengaluru, Chennai, Hyderabad, India ti Steps Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Summary:We are seeking an energetic and customer-focused Branch Sales Executive to join our team. In this role, you will be responsible for driving sales of banking products and services within the branch, identifying customer needs, and delivering excellent service to enhance customer satisfaction and business growth.You will also support the branch in...

  • Branch Manager

    6 days ago

    Hyderabad, Telangana, India Task Force Interiors Full time ₹ 6,00,000 - ₹ 9,00,000 per year

    Branch Manager – Bangalore | Task Force Interiors Pvt. Ltd.Location:Bangalore, KarnatakaCTC:Up to ₹9 LPAExperience:5–8 YearsImmediate Joiner PreferredAbout UsTask Force Interiors Pvt. Ltd.is a fast-growing turnkey interior contracting company specializing inCorporate, Healthcare, Hospitality, Education, and Common Area Developmentprojects across India....

  • Branch Manager

    1 day ago

    Hyderabad, India IndusInd Bank Full time

    Job Location: HyderabadRole Details :- Responsible for managing all Branch activities with strong leadership skills and service orientation. Strong man management skills. Well versed with Branch operations/processes.Overall Job Description :- Responsible for Branch P & L - revenue & cost.- Managing a Profit Centre - with profitability being the key result...

  • Branch Manager

    2 days ago

    Hyderabad, India IndusInd Bank Full time

    Job Location: HyderabadRole Details :- Responsible for managing all Branch activities with strong leadership skills and service orientation. Strong man management skills. Well versed with Branch operations/processes.Overall Job Description :- Responsible for Branch P & L - revenue & cost.- Managing a Profit Centre - with profitability being the key result...

  • Branch Manager

    3 weeks ago

    Hyderabad, India Whatjobs IN C2 Full time

    Job Location: Hyderabad Role Details : - Responsible for managing all Branch activities with strong leadership skills and service orientation. Strong man management skills. Well versed with Branch operations/processes. Overall Job Description : - Responsible for Branch P & L - revenue & cost. - Managing a Profit Centre - with profitability being the key...

  • L4 - Branch Operation - Hyderabad - Bacl

    1 week ago

    Hyderabad, Telangana, India Bajaj Auto Full time

    **Experience**: 2 - 7 Years **Location**: SECUNDERABAD / Hyderabad RO (BACL)Telangana **Nature of Job**: Business Support **Job role**: Others **Position/Designation** **Assistant Manager - Branch Operations** **Grade/Level** **L4** **Location** **Hyderabad / Bangalore / Chennai / Cochin** **Experience** **Minimum 2 to 4 years of experience,...